DV
DV

Dmitry Veksler

26 Years of Experience
Brooklyn, NY
Broker

Dmitry Veksler is a registered investment advisor at Hsbc Securities (USA) INC., based in Brooklyn, NY, with 26 years of industry experience. Dmitry 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.
January 2024 - Present · 2 yrs 4 mos
Hsbc Securities (USA) INC.Broker
March 2006 - Present · 20 yrs 2 mos
Previous Registrations
Citicorp Investment ServicesBroker
September 2000 - February 2006 · 5 yrs 5 mos
Painewebber IncorporatedBroker
May 2000 - August 2000 · 3 mos
Ladenburg, Thalmann & CO., INC.Broker
May 1999 - March 2000 · 10 mos
Barron Chase Securities, INC.Broker
January 1999 - May 1999 · 4 mos
State Registrations5 states
CTFLNJNYPA
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.