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Aesha Nagi

19 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

Bethpage, NY

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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.
March 2023 - Present · 2 yrs 11 mos
Hsbc Securities (USA) INC.
May 2008 - Present · 17 yrs 9 mos
Hsbc Securities (USA) INC.Broker
May 2008 - Present · 17 yrs 9 mos
Previous Registrations
Chase Investment Services CORP.Broker
December 2005 - April 2008 · 2 yrs 4 mos
State Registrations52 states
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Exams
No exam information available for this advisor.
Aesha Nagi - Financial Advisor | TrueAdvisor