Chad Benoit has been an investment adviser representative at Transce3nd since September 2023, and is not listed among the firm’s executive officers or direct owners. Chad Benoit holds a BBA in business from Stephen F. Austin State University.
Transce3nd LLC is a Buda, TX firm with $419M under management, 1,620 clients and 42 advisers across 17 offices, as of its May 2026 filing.
Chad Benoit is Private Wealth Advisor of e3 Wealth, based in Bastrop, Texas. He joined a group as an advisor in 2008, after years of running his own medical supply business in Beaumont, Texas. He works with clients on developing a clear vision of retirement and where their finances stand against retirement goals.
Investment adviser representative registrations
Chad Benoit is registered as an investment adviser representative in 2 states. Each was approved in September 2023.
- CaliforniaSince 8 September 2023
- TexasSince 8 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 August 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 January 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 October 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5822219
- Firm
- Transce3nd · CRD 317745
- Office
- 1106 PECAN STREET, Bastrop, TX 78640
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- e3wealth.com
Where does Chad Benoit work?
Chad Benoit is an investment adviser representative registered through Transce3nd LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Chad Benoit a financial advisor?
Yes. Chad Benoit has a current investment-adviser registration in California and Texas, through Transce3nd since September 2023.
How many years of experience does Chad Benoit have?
Chad Benoit has 16 years in the financial industry, since October 2010, across 1 adviser firm.
What exams has Chad Benoit passed?
Chad Benoit has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in October 2010. FINRA credited Chad Benoit with the SIE, which began in October 2018.
Where is Chad Benoit based?
Chad Benoit’s registered office is in Bastrop, TX.
Is Chad Benoit registered with FINRA?
Yes. Chad Benoit has a current broker registration, under CRD 5822219.
Source: FINRA BrokerCheck
How can I verify Chad Benoit’s record?
Search CRD 5822219 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Chad Benoit’s full registration record.
