Chen Ling
Financial advisor at HSBC Securities (usa)
Chen Ling is a fiduciary financial advisor in Arcadia, California, with 10 years in the industry. After a year at Cetera Investment Advisers and less than a year at Equitable Advisors, Chen joined HSBC Securities (usa) in 2025, a firm offering private fund management, investment management for businesses, and selecting outside investment managers. Chen holds the CFA designation.
One of 83 advisors with offices in Arcadia, and one of 75 fiduciaries.
At a glance
Services through HSBC Securities (usa)
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowHSBC Securities (usa) Inc.Current firm
- 2019 – 2021HSBC Securities (usa) Inc.Previously
- Oct 2017 – Mar 2019Cetera Investment Advisers LLCPreviously
- Apr 2017 – Jun 2017Equitable Advisors, LLCPreviously
Contact Chen
(212) 525-2879Firm headquarters in New York, NY. Ask for Chen. 1107 S. Baldwin Avenue Suite CArcadia, CA 91007Office · Get directions Firm websiteHTTPS://WWW.US.HSBC.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Chen
Tailored to Chen’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
About Chen
How do I contact Chen?
Call HSBC Securities (usa) at (212) 525-2879 and ask for Chen Ling. Chen works from the Arcadia, CA office.
How long has Chen been a financial advisor?
Chen has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Chen hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Chen a fiduciary?
Chen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chen 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 Chen 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.