RBC Capital Markets
47yrs
Top advisor by experience in Beverly Hills
9yrs
Wang Liao
Financial advisor at HSBC Securities (usa)
Based in Beverly Hills, California, Wang Liao is a fiduciary financial advisor with 9 years of industry experience. Wang joined HSBC Securities (usa) in 2018, a firm offering private fund management, investment management for businesses, and selecting outside investment managers. Wang holds the CFA designation.
One of 701 advisors with offices in Beverly Hills, and one of 647 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office445 North Bedford Drive 3rd Floor, Beverly Hills, CA 90210
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 66Uniform Combined State Law Examination
Career
- 2018 – nowHSBC Securities (usa) Inc.Current firm
Contact Wang
(212) 525-2879Firm headquarters in New York, NY. Ask for Wang. 445 North Bedford Drive 3rd FloorBeverly Hills, CA 90210Office · Get directions Firm websiteHTTPS://WWW.US.HSBC.COM
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Questions to ask Wang
Tailored to Wang’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 Wang
How do I contact Wang?
Call HSBC Securities (usa) at (212) 525-2879 and ask for Wang Liao. Wang works from the Beverly Hills, CA office.
How long has Wang been a financial advisor?
Wang has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Wang hold?
Series 66. Tap any license on this page to see what it allows.
Is Wang a fiduciary?
Wang is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wang 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 Wang 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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