Edgardo E Contreras

Employer firm

Hsbc Securities (Usa) Inc. CRD 19585

$3.84B regulatory AUM

Reported services (Item 5G)

• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 10/2016
  H.D. Vest Investment Services
  Greenlawn, NY
• 08/2019 → Present
  Hsbc Bank Usa, N.A.
  New York, NY
• 09/2019 → Present
  Hsbc Securities (Usa) Inc.
  New York, NY
• 05/2016 → 08/2019
  Bridge Capital Solutions Corp
  Hauppauge, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-10-07
• S63 Uniform Securities Agent State Law Examination
  2019-09-06

Other Names

• Edgardo E Contreras
• Edgardo E Contreras
• Edgardo Ernesto Contreras
• Edgardo C Contreras