Morgan Stanley
47yrs
Top advisor by experience in New York
6yrs
Yi Min
Financial advisor at HSBC Securities (usa)
Yi Min has worked in the financial industry for 6 years and is a fiduciary financial advisor based in New York, New York. After a year at Merrill, Yi joined HSBC Securities (usa) in 2024, 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
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office430 Park Avenue, New York, NY 10022
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 ?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.
Career
- 2024 – nowHSBC Securities (usa) Inc.Current firm
- Jun 2023 – Mar 2024MerrillPreviously
Questions to ask Yi
Tailored to Yi’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 Yi
How do I contact Yi?
Call HSBC Securities (usa) at 212-525-2879 and ask for Yi Min. Yi works from the New York, NY office.
How long has Yi been a financial advisor?
Yi has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Yi hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Yi a fiduciary?
Yi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Yi 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 Yi 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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