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Hugo Perez

Strategic Advisers LLC

The Woodlands, TX

Conroe, TX

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1701 Lake Robbins Dr, The Woodlands, TX 77380-3119 • United States

Conroe, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Westlake TX 06/2019 12/2020
Owner/Self Employed Little Elm TX 10/2013 05/2019
Charles Schwab Bank, Ssb Westlake TX 11/2020 12/2020
Owner/Self Employed Houston TX 01/2021 11/2022
Fidelity Investments The Woodlands TX 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 12/2020
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 10/2013 → 05/2019
    Owner/Self Employed
    Little Elm, TX
  • 11/2020 → 12/2020
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 01/2021 → 11/2022
    Owner/Self Employed
    Houston, TX
  • 11/2022 → Present
    Fidelity Investments
    The Woodlands, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    The Woodlands, TX
  • 2019-12-09 → 2021-01-04
    Charles Schwab & Co., Inc.
    Fort Worth, TX
    Westlake, TX
Other Businesses

OBA-94155|OrgNmn:Poker Tournament Participant|Org Addr:Houston,Texas,US|OBA Nature:Poker|Invst Rel:N|Title:Participant|Duties:Show up and play - but this is a hobby|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-09
  • S66 Uniform Combined State Law Examination
    2019-12-09
Other Names
  • Hugo Absalon Perez

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

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