BT
BT

Benny Omar Torres-Sanchez

22 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
5,771 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$100K
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Location

540 Madison Ave., 9th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Benny is affiliated with the development committee of Holy Family Church, a non-profit organization, since 2010. This activity requires minimal time each month and is not investment-related.

Employment History
Current Registrations
Snowden Account Services LLCBroker
October 2023 - Present · 2 yrs 4 mos
Snowden Capital Advisors LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
March 2013 - October 2023 · 10 yrs 7 mos
UBS Financial Services INC.Broker
March 2013 - October 2023 · 10 yrs 7 mos
Barclays Capital INC.
January 2009 - March 2013 · 4 yrs 2 mos
Barclays Capital INC.Broker
September 2008 - March 2013 · 4 yrs 6 mos
Lehman Brothers INC.
February 2008 - October 2008 · 8 mos
Lehman Brothers INC.Broker
October 2003 - September 2008 · 4 yrs 11 mos
State Registrations17 states
CACTDCFLMAMDMINCNJNMNYOHPATNTXVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.