Morgan Stanley
42yrs
Top advisor by experience in Cupertino
4yrs
Xi Fei
Financial advisor at HSBC Securities (usa)
Xi Fei is a fiduciary financial advisor in Cupertino, California, with 4 years in the industry. Xi joined HSBC Securities (usa) in 2024, a firm offering private fund management, investment management for businesses, and selecting outside investment managers. HSBC Securities (usa) reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 146 advisors with offices in Cupertino, and one of 137 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office10297 S. DE Anza Blvd, Cupertino, CA 95014
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
- Oct 2024 – nowHSBC Securities (usa) Inc.Current firm
Questions to ask Xi
Tailored to Xi’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 Xi
How do I contact Xi?
Call HSBC Securities (usa) at (212) 525-2879 and ask for Xi Fei. Xi works from the Cupertino, CA office.
How long has Xi been a financial advisor?
Xi has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Xi hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Xi a fiduciary?
Xi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Xi 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 Xi 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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