Sergio Rene Teague

Employer firm

Maslow Wealth Advisors CRD 107722

$2.84B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING

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

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

Current Employers

Employment History

• 03/2022 → 03/2023
  Fidelity Investments
  Westlake, TX
• 06/2021 → 02/2022
  Oracle Corporation
  Austin, TX
• 08/2020 → 05/2021
  Texas A&M University
  College Station, TX
• 06/2020 → 08/2020
  Texas Instruments
  Dallas, TX
• 07/2019 → 05/2020
  Texas A&M University
  College Station, TX
• 09/2018 → 05/2019
  Blinn College
  Bryan, TX
• 09/2012 → 09/2018
  United States Army
  Washington, DC
• 03/2023 → 03/2026
  Paragon Financial Advisors
  College Station, TX
• 03/2026 → Present
  Durbin Bennett Private Wealth Management, Llc Dba Maslow Wealth
  Austin, TX
• 06/2022 → 03/2023
  Fidelity Brokerage Services Llc
  Westlake, TX
• 08/2022 → 03/2023
  Fidelity Personal And Workplace
  Westlake, TX

Previous Registrations

• 2023-06-09 → 2026-03-19
  Paragon Financial Advisors
  College Station, TX
• 2022-08-05 → 2023-03-23
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-08-01

Designations

• Certified Financial Planner

Other Names

• Sergio Rene Teague
• Sergio Teague