Hugo Marrero is a registered investment advisor, based in Baton Rouge, LA, with 36 years of industry experience. Hugo is also registered as a broker, so some compensation may come from commissions on products sold.
Location
18212 E Petroleum Dr, Suite 2C, Baton Rouge, LA, 70809
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Regulatory History (1)
Customer Dispute
September 2022Other Business ActivitiesSells Insurance
Hugo is an investment advisor representative (IAR) with Kestra Advisory Services and President/CEO of Marrero Wealth Management LLC, where he provides wealth management services. He also co-owns Patriot Properties USA, LLC and HRC Tranquility LLC, both real estate businesses, spending minimal time on Patriot Properties and a few hours per week on HRC Tranquility.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Investment Advisors
Proequities, INC.Broker
Allmerica Investments, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Gna Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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