Hugo Perez

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2019-12-09

Other Names

• Hugo Absalon Perez