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Giscard Chery

13 Years of Experience
New Hyde Park, NY
Broker

Giscard Chery is a registered investment advisor at Hsbc Securities (USA) INC., based in New Hyde Park, NY, with 13 years of industry experience. Giscard 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

1572 Union Tpke, New Hyde Park, NY, 11040

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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.
October 2022 - Present · 3 yrs 11 mos
Hsbc Securities (USA) INC.Broker
October 2022 - Present · 3 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2021 - September 2022 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2021 - September 2022 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2020 - May 2021 · 6 mos
Hsbc Securities (USA) INC.Broker
July 2012 - October 2020 · 8 yrs 3 mos
State Registrations18 states
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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.
Giscard Chery - Financial Advisor | TrueAdvisor