MS
MS

Martin Squicciarini

17 Years of Experience
Brooklyn, NY
Broker

Martin Squicciarini is a registered investment advisor at Hsbc Securities (USA) INC., based in Brooklyn, NY, with 17 years of industry experience. Martin 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
Loading...

Location

6702 Bay Parkway, Brooklyn, NY, 11204

Get directions

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.

Learn about disclosures →
Other Business Activities

Martin works as a bank officer for HSBC Bank (USA) N.A., selling bank-related products and services. This is in conjunction with his role as a registered representative with HSBC Securities (USA) Inc.

Employment History
Current Registrations
Hsbc Securities (USA) INC.Broker
February 2011 - Present · 15 yrs 3 mos
Hsbc Securities (USA) INC.
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 2010 - February 2011 · 5 mos
Citigroup Global Markets INC.
September 2010 - February 2011 · 5 mos
Citigroup Global Markets INC.
September 2010 - September 2010 · 0 mos
Citigroup Global Markets INC.Broker
May 2010 - September 2010 · 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Citigroup Global Markets INC.
October 2008 - June 2009 · 8 mos
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
State Registrations36 states
AKAZCACOCTDCDEFLGAIAILINLAMAMDMEMIMNNCNDNHNJNMNVNYOHOKORPARISCTXVAVTWAWV
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.