Supreme Alliance
47yrs
Top advisor by experience in Charlotte
6yrs
Sandra Centa
Financial advisor at HSBC Securities (usa)
Sandra Centa is a financial advisor in Charlotte, North Carolina, with 6 years in the industry. Sandra joined HSBC Securities (usa) in 2022, a firm offering private fund management, investment management for businesses, and selecting outside investment managers. Sandra holds the CFA designation.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office1422 S. Tryon Street Second Floor, Suite # 02w146, Charlotte, NC 28203
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$307,151
Advisors at the firm376
States licensed ?1 state
Services through HSBC Securities (usa)
Managing private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowHSBC Securities (usa) Inc.Current firm
Questions to ask Sandra
Tailored to Sandra’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sandra
How do I contact Sandra?
Call HSBC Securities (usa) at (212) 525-2879 and ask for Sandra Centa. Sandra works from the Charlotte, NC office.
How long has Sandra been a financial advisor?
Sandra has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Sandra hold?
Series 63. Tap any license on this page to see what it allows.
Is Sandra a fiduciary?
Sandra is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Sandra paid?
HSBC Securities (usa) reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Sandra for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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