Morgan Stanley
47yrs
Top advisor by experience in New York
8yrs
Junqi Wu
Financial advisor at HSBC Securities (usa)
Based in New York, New York, Junqi Wu is a fiduciary financial advisor with 8 years of industry experience. Junqi joined HSBC Securities (usa) in 2022, a firm offering private fund management, investment management for businesses, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and performance-based fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office66 Hudson Boulevard 1st And 29th Floors, New York, NY 10001
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowHSBC Securities (usa) Inc.Current firm
Contact Junqi
(212) 525-2879HSBC Securities (usa) main office 66 Hudson Boulevard 1st And 29th FloorsNew York, NY 10001Office · Get directions Firm websiteHTTPS://WWW.US.HSBC.COM
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Questions to ask Junqi
Tailored to Junqi’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 Junqi
How do I contact Junqi?
Call HSBC Securities (usa) at (212) 525-2879 and ask for Junqi Wu. Junqi works from the New York, NY office.
How long has Junqi been a financial advisor?
Junqi has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Junqi hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Junqi a fiduciary?
Junqi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Junqi 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 Junqi 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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