AL
ChFC
AL
ChFC

Aleksandr Leybengrub

16 Years of Experience
Broker

Aleksandr Leybengrub is a ChFC-designated registered investment advisor at Hsbc Securities (USA) INC., based in San Marcos, CA, with 16 years of industry experience. Aleksandr 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

San Marcos, CA

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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

Aleksandr is the Chief Financial Officer of the Esperanza Sonrisa Association, a homeowner's association, since December 2023. He dedicates minimal time outside of business hours to this unpaid, voluntary role.

Employment History
Current Registrations
Hsbc Securities (USA) INC.
February 2015 - Present · 11 yrs 2 mos
Hsbc Securities (USA) INC.
February 2015 - Present · 11 yrs 2 mos
Hsbc Securities (USA) INC.Broker
February 2015 - Present · 11 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - February 2015 · 2 yrs 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2015 · 2 yrs 4 mos
Chase Investment Services CORP.
June 2011 - October 2012 · 1 yr 4 mos
Chase Investment Services CORP.Broker
November 2009 - October 2012 · 2 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Aleksandr Leybengrub - Financial Advisor | TrueAdvisor