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MA

Matthew Agada

Investment Adviser Representative at HSBC SECURITIES (USA) INC.

Washington DCCRD #6779243Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
3 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Agada has worked in the securities industry since 2018. They are registered to provide investment advisory services in District of Columbia, Maryland, and Virginia.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
District of ColumbiaMarylandVirginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/6/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/9/2017
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 12/12/2025
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 11/1/2025

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $250,0001.50%
Next $250,0001.20%
Next $500,0001.00%
Next $1,000,0000.90%
Next $3,000,0000.80%
Next $5,000,0000.65%
Above $10,000,0000.55%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

HSBC Securities (USA) Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HSBC SECURITIES (USA) INC.Current
10/21/2025Washington DC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
7/9/20189/29/2025Germantown, MD

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Agada has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Matthew Agada - Financial Advisor in Washington DC | AdvisorFinder