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Hugo M
Series 63, Series 65
Baton Rouge, LA
Kestra Advisory
Hugo Marrero Jr. is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 36 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Concourse Financial Group Securities Inc., as well as over two decades managing Marrero Wealth Management LLC. Marrero co-owns and manages financial oversight for family-owned real estate entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.
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