Benino C. Torrez

INSIGHT WEALTH PARTNERS

Plano, TX 75023

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CRD#: 7516986

Professional summary

Benino Christopher Torrez III, who also goes by Benino Christopher Torrez, Christopher Torrez III, is a registered financial advisor currently at INSIGHT WEALTH PARTNERS located in Plano, Texas.

Benino is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Benino has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Benino Christopher Torrez | Christopher Torrez Iii

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) Third Hay Company, Non investment related, 10250 Zipper Road, Pilot Point, TX, 76258, Agricultural Industry, CEO, start: 01/2012, 5 hrs per week, 1 trade hr per week, Officer of logistics and operations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benino Christopher Torrez III's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 17, 2022 - Present

INSIGHT WEALTH PARTNERS

Office #1: 3333 Premier Drive Suite 800, Plano, TX 75023

RIA

CRD#: 153635

Plano, TX

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".

INSIGHT WEALTH PARTNERS

INSIGHT WEALTH PARTNERS | INSIGHT WEALTH PARTNERS, LLC

CRD#: 153635 / SEC#: 801-71491

RIA

Registered Investment Advisory firm - (6/4/2010 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.

Highlighted states indicate IAR registrations

IAR

Texas
(6/17/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/16/2022

Uniform Investment Adviser Law Examination

Current Firm

INSIGHT WEALTH PARTNERS

INSIGHT WEALTH PARTNERS | INSIGHT WEALTH PARTNERS, LLC

CRD#: 153635 / SEC#: 801-71491

RIA

Registered Investment Advisory firm - (6/4/2010 Approved)

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Contact information

Main Address

3333 Premier Drive Suite 800, Plano, TX 75023

Mailing Address

Phone number

(972) 543-4800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,062
AUM (Assets Under Management)	$ 970,284,631

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.

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Benino C. Torrez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benino Christopher Torrez III's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSIGHT WEALTH PARTNERS

Primary Firm SEC Registration

INSIGHT WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/2022

Current Firm

INSIGHT WEALTH PARTNERS

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSIGHT WEALTH PARTNERS

TRUST BUT VERIFY

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