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Chad Benoit

Transce3nd LLC

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About Chad Benoit

Chad Benoit is a financial professional with over 13 years of experience in the financial services industry. Chad is currently registered as an Investment Advisor Representative with Transce3nd LLC. He has previously held positions with Kalos Capital, Inc., Royal Alliance Associates, Inc., and National Planning Corporation. Chad specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Chad Benoit is currently registered with Transce3nd LLC. Transce3nd LLC is a Registered Investment Advisor based in Kyle, TX, with a focus on providing financial planning and portfolio management services for individuals, high net worth individuals, and corporations. They have a team of 27 licensed agents and manage over $313 million in assets for 2,378 clients. Their advisory services include financial planning, portfolio management for individuals, selection of other advisors, and participation in wrap fee programs.
Transce3nd LLC

165 ELMHURST

KYLE, TX 78640

$313.20M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Benoit’s Registration & Firm History

TX

09/08/2023 - Present

Transce3nd LLC (KYLE TX)

TX

10/04/2021 - 08/01/2022

KALOS CAPITAL, INC. (Bastrop TX)

TX

10/16/2017 - 10/05/2021

ROYAL ALLIANCE ASSOCIATES, INC. (BASTROP TX)

TX

10/08/2010 - 10/18/2017

NATIONAL PLANNING CORPORATION (BASTROP TX)

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Licenses & Designations

IA

Issued 08/22/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Benoit.
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