AP
AP

Andrew Joseph Passeri

26 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
339 advisors
Number of Clients
12,180 clients
Average Client Portfolio
$265K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

66 Hudson Boulevard, Floor 3, 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

Andrew is a real estate partner and owner of a property in Miami, FL since 2022. He dedicates minimal time to this activity as a landlord.

Employment History
Current Registrations
Hsbc Securities (USA) INC.
December 2007 - Present · 18 yrs 2 mos
Hsbc Securities (USA) INC.
June 2007 - Present · 18 yrs 8 mos
Hsbc Securities (USA) INC.Broker
June 2007 - Present · 18 yrs 8 mos
Previous Registrations
Citicorp Investment ServicesBroker
January 2002 - April 2007 · 5 yrs 3 mos
J.P. Morgan Securities INC.Broker
May 2001 - November 2001 · 6 mos
J.P. Morgan Securities INC.Broker
April 2001 - May 2001 · 1 mo
Chase Securities of Texas, INC.Broker
August 2000 - May 2001 · 9 mos
Chase Securities INC.Broker
November 1999 - April 2001 · 1 yr 5 mos
Shearson Lehman Hutton INC.Broker
April 1989 - December 1989 · 8 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.