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Hilary Zaragoza

Investment adviser representative at Aegis Wealth Management, Inc.
14 yearsExperience
1 stateRegistered in
$216.5MFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Aegis Wealth Management, Inc.Feb 2026 to now
  2. Zara Financial GroupFeb 2022 to now
  3. Hilary Zaragoza Insurance Services IncMay 2012 to now
  4. Simplicity WealthMar 2022 to Jan 2026
  5. Abs FinancialDec 2015 to Jun 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (FL).

Aegis Wealth Management, Inc.

$216.5MAssets managed
2,350Clients
23Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7522057
Firm CRD
301990
Advisor's SEC record (opens in a new tab)
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