J.p. Morgan Investment Management
27yrs
Top 20% by experience at J.p. Morgan Investment Management
25yrs
Minching Tso-Lam
Financial advisor at Hsbc Securities (usa)
At a glance
Experience25 years (since 2001)
How that compares ?Top 18% by experience at Hsbc Securities (usa)
OfficeNew york, NY
How the firm is paid ?Percent of assets, Flat fee, Performance fee
States licensed ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2006 – nowHsbc Securities (usa) Inc.Current firm
Questions to ask Minching
Tailored to Minching’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
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About Minching
How do I contact Minching?
Call Hsbc Securities (usa) at 212-525-2879 and ask for Minching Tso-Lam. Minching works from the New york, NY office.
How long has Minching been a financial advisor?
Minching has been in the industry since 2001, about 25 years. Top 18% by experience at Hsbc Securities (usa).
What licenses does Minching hold?
Series 66. Tap any license on this page to see what it allows.
Is Minching a fiduciary?
Minching is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Minching 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 Minching for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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