Hugo Marrero, financial advisor Baton Rouge LA

Hugo Marrero

CRD Number: 1859120
Current Firm: Concourse Financial Group Advisors

Hugo Marrero (CRD# 1859120) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Baton Rouge, LA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Concourse Financial Group Securities Inc (fka Proequities Inc) Baton Rouge, LA May 2020 - Current 3
(dba) Marrero Wealth Management LLC Baton Rouge, LA Nov 1999 - Current 24
Morgan Stanley Private Bank, National Association New York, NY Jun 2015 - May 2020 4
Morgan Stanley Private Bank, N.a New York, NY May 2015 - May 2020 5
Morgan Stanley Baton Rouge, LA Jan 2015 - May 2020 5
Proequities, Inc. Baton Rouge, LA Nov 1999 - Jan 2015 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Dec 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Hugo A. Marrero
Phone Number: 800-288-3035
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    4,021
    MILLIONS
  • Total Number of Accounts
    21,163
    ACCOUNTS
  • Average Account Value
    $189,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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