Investment adviser representative · Hassell Wealth Management
Marylucy T. Bergeron
CRD 7327160 · Houma, LA
At a glance
Marylucy T. Bergeron is an investment adviser representative with Hassell Wealth Management in Houma, LA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marylucy’s SEC record dates to 2022, about 3 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Hassell Wealth ManagementSince November 2024Houma, LA · $387M in regulatory assets
SEC adviser record
- Registered since
- 2022 (3 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Marylucy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Hassell Wealth Management
- Alexandra HassellHouma · Certified Financial Planner
- John T. HassellHouma · Chartered Financial Consultant
- Stephen K. HassellHouma · Certified Financial Planner
- Katherine C. HebertHouma · Certified Financial Planner
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