Morgan Stanley
47yrs
Top advisor by experience in New York
5yrs
Patrick Wild
Financial advisor at HSBC Securities (usa)
Patrick Wild has worked in the financial industry for 5 years and is a fiduciary financial advisor based in New York, New York. After five years at Putnam Investment Management, Patrick joined HSBC Securities (usa) in 2026, a firm offering private fund management, investment management for businesses, and selecting outside investment managers. Patrick holds the CFA designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office66 Hudson Boulevard Floors 3, 4, 5, 30, And Suites 2406, 2407, 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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowHSBC Securities (usa) Inc.Current firm
- 2021 – 2026Putnam Investment Management, LLCPreviously
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call HSBC Securities (usa) at 212-525-2879 and ask for Patrick Wild. Patrick works from the New York, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick 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 Patrick 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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