Hugo Alberto Marrero

Current Employers

Employment History

• 01/2015 → 05/2020
  Morgan Stanley
  Baton Rouge, LA
• 06/2015 → 05/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2020 → 01/2025
  Concourse Financial Group Securities Inc
  Baton Rouge, LA
• 11/1999 → 01/2025
  (Dba) Marrero Wealth Management Llc
  Baton Rouge, LA
• 05/2015 → 05/2020
  Morgan Stanley Private Bank, N.A
  New York, NY
• 01/2025 → Present
  Kestra Investment Services, Llc
  Baton Rouge, LA
• 01/2025 → Present
  Kestra Advisory Services, Llc
  Baton Rouge, LA

Previous Registrations

• 2020-05-27 → 2025-01-27
  Concourse Financial Group Securities, Inc.
  Baton Rouge, LA
  Baton Rouge, LA
  Orlando, FL
• 2015-01-16 → 2020-05-27
  Morgan Stanley
  Baton Rouge, LA
• 2005-09-26 → 2015-01-26
  Concourse Financial Group Securities, Inc.
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/27/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: MARRERO WEALTH MANAGEMENT LLC POSITION: President/CEO NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1988 ADDRESS: 18212 E. Petroleum Dr, Suite 2C, Baton Rouge LA 70809, United States DESCRIPTION: Manage and operate the business. Provide wealth management services through Kestra to individuals and corporate entities. Bus Name: PATRIOT PROPERTIES USA, LLC POSITION: co-owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 18816 Ferncrost Court, Baton Rouge LA 70809, United States DESCRIPTION: I review the financials of the entity two times per year and otherwise I spend no time weekly on this entity. My wife primarily handles most of the duties of the business. Bus Name: HRC TRANQUILITY LLC POSITION: co-owner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 18816 Ferncrost Court, Baton Rouge LA 70809, United States DESCRIPTION: My wife and I co-own the business and my duties are the oversight and management of financials of the operation, and other maintenance and repairs occasionally. We also occasionally look at other properties for investment, but none planned at the moment.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-07-15
• S65 Uniform Investment Adviser Law Examination
  1997-12-04

Other Names

• Hugo Alberto Marrero
• Hugo Alberto Marrero