Patricia Schneider
Patricia Schneider is a registered investment advisor at Hsbc Securities (USA) INC., based in Buffalo, NY, with 28 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,180 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and discounts may be applied.
Fee Estimator
Location
239 Van Rensselaer Street, Buffalo, NY, 14210
Get directionsHistory
Regulatory History (2)
Financial
July 2017Financial
August 2016Other Business Activities
Patricia is dually employed as a bank officer for HSBC Bank (USA) N.A., selling bank-related products and services, alongside her role as a registered representative with HSBC Securities (USA) Inc. She also works as a teacher and costume/prop mistress at Amazin'Grace Dance Studio for a few hours per week and serves as Treasurer for Lakeview Estates Associates, a homeowners association, dedicating a few hours per week.
Employment History
Current Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Previous Registrations
Hsbc Securities (USA) INC.
Cco Investment Services CORP.Broker
Community Investment Services, INC.Broker
Conseco Securities, INC.Broker
Securities America, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.