Infinity Financial Services Advisory
47yrs
Top advisor by experience in Oakland
1yr
Shailesh Sachdeva
Financial advisor at Hsbc Securities (usa)
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeOakland, CA
How the firm is paid ?Percent of assets, Flat fee, Performance fee
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.
Uniform Combined State Law Examination
Career
- Dec 2025 – nowHsbc Securities (usa) Inc.Current firm
Questions to ask Shailesh
Tailored to Shailesh’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Shailesh
How do I contact Shailesh?
Call Hsbc Securities (usa) at 212-525-2879 and ask for Shailesh Sachdeva. Shailesh works from the Oakland, CA office.
How long has Shailesh been a financial advisor?
Shailesh has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Shailesh hold?
Series 66. Tap any license on this page to see what it allows.
Is Shailesh a fiduciary?
Shailesh is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shailesh 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 Shailesh for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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