Edgardo Contreras
Edgardo Contreras is a registered investment advisor at Hsbc Securities (USA) INC., based in New York, NY, with 12 years of industry experience. Edgardo 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
250 Park Ave., New York, NY, 10177
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Regulatory History
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
Edgardo is an officer for the Ministerio Pentecostal Hay Libertad En Cristo since 2018 and is applying for 501(c)3 status, anticipating becoming President of the Board of Directors. This takes about 10-20% of Edgardo's time and he receives no compensation.
Employment History
Current Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Previous Registrations
Hd Vest Investment ServicesBroker
People's Securities, INC.Broker
PFS Investments INC.Broker
Chase Investment Services CORP.Broker
State Registrations17 states
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