NQ
NQ

Nayali Quezada

7 Years of Experience
New York, NY
Broker

Nayali Quezada is a registered investment advisor at Hsbc Securities (USA) INC., based in New York, NY, with 7 years of industry experience. Nayali 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

66 Hudson Boulevard, Floors 3, 4, 5, 30, and suites 2406, 2407, New York, NY, 10001

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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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Other Business Activities

Nayali is a Junior Board Member for Safe Horizon, a non-profit organization, since April 2025. She spends minimal time fundraising for the organization through small events.

Employment History
Current Registrations
Hsbc Securities (USA) INC.
August 2023 - Present · 2 yrs 11 mos
Hsbc Securities (USA) INC.
August 2023 - Present · 2 yrs 11 mos
Hsbc Securities (USA) INC.Broker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Lord, Abbett & CO. LLC
December 2018 - August 2023 · 4 yrs 8 mos
Lord Abbett Distributor LLCBroker
August 2018 - August 2023 · 5 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Nayali Quezada - Financial Advisor | TrueAdvisor