Hilary Zaragoza has been an investment adviser representative at Aegis Wealth Management since February 2026, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.
Hilary Zaragoza’s longest registration was 3 years at Simplicity Wealth (2022–2026). Before joining Aegis Wealth Management in 2026, Hilary Zaragoza was registered through Simplicity Wealth.
- – present · under a yearPalm Harbor, FL · Adviser representative · Firm CRD 301990
- Simplicity Wealth– · 3 yearsPalm Harbor, FL · Adviser representative · Firm CRD 300572
Investment adviser representative registrations
Hilary Zaragoza is registered as an investment adviser representative in Florida, since February 2026.
- FloridaSince 18 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 December 2021 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7522057
- Firm
- Aegis Wealth Management · CRD 301990
- Office
- 2706 US-19 ALT, Suite #202, Palm Harbor, FL 34683
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Hilary Zaragoza work?
Hilary Zaragoza is an investment adviser representative registered through Aegis Wealth Management, Inc. since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Hilary Zaragoza a financial advisor?
Yes. Hilary Zaragoza has a current investment-adviser registration in Florida, through Aegis Wealth Management since February 2026.
How many years of experience does Hilary Zaragoza have?
Hilary Zaragoza has 4 years in the financial industry, since April 2022, across 2 adviser firms.
What exams has Hilary Zaragoza passed?
Hilary Zaragoza passed the Series 65 in December 2021.
Where did Hilary Zaragoza work before Aegis Wealth Management?
Before Aegis Wealth Management, Hilary Zaragoza was registered through Simplicity Wealth, April 2022 to January 2026.
Where is Hilary Zaragoza based?
Hilary Zaragoza’s registered office is in Palm Harbor, FL.
Is Hilary Zaragoza registered with FINRA?
No. Hilary Zaragoza has no current broker registration.
How can I verify Hilary Zaragoza’s record?
Search CRD 7522057 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hilary Zaragoza’s full registration record.
