AB
Alberto Benrey
IPG INVESTMENT ADVISORS
SAN DIEGO, CA 92101
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CRD#: 4290443
AB
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Albert Benrey
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.
19.225% SHAREHOLDER OF INVESTMENT PLACEMENT TRADING, HOLDING COMPANY FOR INVESTMENT PLACEMENT COMMODITIES, INTRODUCING BROKER FOR COMMODITIES AND FUTURES BUSINESS. IPG INVESTMENT ADVISORS, LLC., INVESTMENT RELATED, LOCATED AT 501 W BROADWAY, SUITE 1350 SAN DIEGO, CA 92101 INVESTMENT ADVISOR REPRESENTATIVE (IAR) DEVOTES ROUGHLY 20 HOURS A WEEK, AS MUCH AS 4 HOURS A DAY DURING TRADING HOURS TO THIS BUSINESS. ARB Global Investments LLC., Investment related, 350 Tenth Avenue. San Diego, CA, vehicle to be used for investment purposes, Officer, March 2019, less than 1 hour month, passive investments. Mr., Benrey has been a Shareholder in S.C. Asesores en Inversiones Independientes S.A. de C.V. since September, located in Avenida de Las Fuentes 33, Mexico City. this is an investment related activity, as a shareholder Mr. Benrey attends shareholder meetings at least quarterly. He is not involved in the day to day management of the firm. Member of Vistage Worldwide. Leadership Development participate 1-2 monthly meetings purpose of Organization is networking, Development Programs and Conferences.
CRS (Client Relationship Summary) - RIA
Click below to view Alberto Benrey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 6, 2010 - Present
IPG INVESTMENT ADVISORS, LLC
Office #1: 501 W Broadway Suite 800, San Diego, CA 92101RIA
CRD#: 152990
SAN DIEGO, CA
Current
February 21, 2001 - Present
INVESTMENT PLACEMENT GROUP
Office #1: 501 West Broadway Suite 1350, San Diego, CA 92101BD
CRD#: 14458
SAN DIEGO, CA
Past
July 1, 2010 - December 31, 2022
IPG INVESTMENT ADVISORS, LLC
RIA
CRD#: 152990
SAN DIEGO, CA
Past
May 6, 2010 - May 28, 2010
IPG INVESTMENT ADVISORS, LLC
RIA
CRD#: 152990
SAN DIEGO, CA
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
II
IPG INVESTMENT ADVISORS, LLC
IPG INVESTMENT ADVISORS, LLC
CRD#: 152990 / SEC#: 801-71104
RIA
Registered Investment Advisory firm - (3/3/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
501 West Broadway Suite 1350, San Diego, CA 92101
Mailing Address
Phone number
(619) 326-1200
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,154 |
| AUM (Assets Under Management) | $ 3,818,509,733 |
Red Flags
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.
