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Alberto Benrey

IPG INVESTMENT ADVISORS
SAN DIEGO, CA
·CRD# 4290443·25 years experience

Professional Summary

Alberto Benrey, who also goes by Albert Benrey, is a registered financial advisor currently at IPG INVESTMENT ADVISORS, LLC located in San Diego, California and INVESTMENT PLACEMENT GROUP located in San Diego, California. Alberto is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Alberto has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Albert Benrey

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

25 years in the financial services industry

Current & Past Employments

IPG INVESTMENT ADVISORS, LLC·CRD# 152990
RIA
501 W Broadway Suite 800, San Diego, CA 92101
October 6, 2010 - Present
INVESTMENT PLACEMENT GROUP·CRD# 14458
BD
501 West Broadway Suite 1350, San Diego, CA 92101
February 21, 2001 - Present
IPG INVESTMENT ADVISORS, LLC·CRD# 152990
RIA
San Diego, CA
July 1, 2010 - December 31, 2022
IPG INVESTMENT ADVISORS, LLC·CRD# 152990
RIA
San Diego, CA
May 6, 2010 - May 28, 2010

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Current Firm

II
IPG INVESTMENT ADVISORS, LLC

IPG INVESTMENT ADVISORS, LLC

CRD#: 152990 / SEC#: 801-71104
RIA
Registered Investment Advisory firm - SEC (3/3/2010 Approved)

Contact Information

Main Address

501 West Broadway Suite 1350, San Diego, CA 92101

Phone Number

(619) 326-1200

# of Employees

39

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IPG INVESTMENT ADVISORS LLC FORM ADV PART 2A (3/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,273

AUM (Assets Under Management)

$4,136,495,918

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) IPG Investment Advisors, LLC, investment-related, located at 501 W. Broadway, Suite 1350, San Diego, CA 92101. Mr. Benrey serves as Chief Executive Officer of IPG Investment Advisors, LLC and as Trustee of the Benrey Family Trust, which holds ownership interests in certain affiliated investment-related entities. He also maintains his registration as an Investment Adviser Representative ("IAR"). Mr. Benrey devotes approximately 20 hours per week, including up to 4 hours per day during securities trading hours, to these activities. 2) Investment Placement Commodities Co., investment-related, located at 501 W. Broadway, Suite 1350, San Diego, CA 92101. Mr. Benrey serves as Trustee of the Benrey Family Trust, which holds an ownership interest in the entity. Investment Placement Commodities Co. is an introducing broker for commodities and futures business. Mr. Benrey does not participate in the day-to-day management of the entity. 3) Investment Placement Trading Co., investment-related, located at 501 W. Broadway, Suite 1350, San Diego, CA 92101. Mr. Benrey serves as Trustee of the Benrey Family Trust, which holds an ownership interest in the entity. Investment Placement Trading Co. is a holding company for Investment Placement Commodities Co. Mr. Benrey does not participate in the day-to-day management of the entity. 4) ARB Global Investments LLC, investment-related, located at 501 W. Broadway, Suite 1350, San Diego, CA 92101. Entity used for investment purposes. Mr. Benrey serves as an officer and devotes less than one hour per month to this passive investment activity. 5) S.C. Asesores en Inversiones Independientes S.A. de C.V., investment-related, located at Avenida de Las Fuentes 33, Mexico City, Mexico. Mr. Benrey is a shareholder of the entity and attends shareholder meetings on at least a quarterly basis. He is not involved in the day-to-day management of the firm.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
IPG INVESTMENT ADVISORS, LLC

IPG INVESTMENT ADVISORS, LLC

CRD#: 152990 / SEC#: 801-71104
RIA
Registered Investment Advisory firm - SEC (3/3/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(8/7/2001)
IAR
California
(1/11/2023)
RR
Colorado
(9/1/2009)
RR
Florida
(9/4/2002)
IAR
Florida
(10/6/2010)
RR
Texas
(2/19/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2010About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2001About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2001About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 2011About the Series 24 exam
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Alberto Benrey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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