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Elker Meta

5 Years of Experience
New York, NY
Broker

Elker Meta is a registered investment advisor at Hsbc Securities (USA) INC., based in New York, NY, with 5 years of industry experience. Elker 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, 1st and 3rd Floors, 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

Elker 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.
April 2025 - Present · 1 yr 1 mo
Hsbc Securities (USA) INC.Broker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2019 - July 2024 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2019 - July 2024 · 5 yrs
State Registrations8 states
CTDEFLINNJNVNYOK
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.