AB
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Annamarie Bevinetto

26 Years of Experience
Brooklyn, NY
Broker

Annamarie Bevinetto is a registered investment advisor at Hsbc Securities (USA) INC., based in Brooklyn, NY, with 26 years of industry experience. Annamarie 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
372 advisors
Number of Clients
12,180 clients
Average Client Portfolio
$265K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.20%
$500K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.65%
$10M+0.55%

Fees are negotiable and discounts may be applied.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6702 Bay Parkway, Brooklyn, NY, 11204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hsbc Securities (USA) INC.
March 2023 - Present · 3 yrs 2 mos
Hsbc Securities (USA) INC.Broker
January 2005 - Present · 21 yrs 4 mos
Previous Registrations
Hsbc Brokerage (USA) INC.Broker
November 2003 - January 2005 · 1 yr 2 mos
Dime Securities, INC.Broker
October 1997 - April 2002 · 4 yrs 6 mos
State Registrations3 states
CTNJNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.