Thomas P. Walshe

BENCHMARK INVESTMENT ADVISORS LLC

Chicago, IL 60601

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CRD#: 7414724

Professional summary

Thomas Peter Walshe is a registered financial advisor currently at BENCHMARK INVESTMENT ADVISORS LLC located in Chicago, Illinois.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Thomas has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Peter Walshe'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

August 28, 2021 - Present

BENCHMARK INVESTMENT ADVISORS LLC

Office #1: 180 N Stetson Ave., Ste 1990, Chicago, IL 60601

RIA

CRD#: 159705

Chicago, IL

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".

BENCHMARK INVESTMENT ADVISORS LLC

BENCHMARK INVESTMENT ADVISORS LLC | GSV INVESTMENT ADVISORS LLC | GSV INVESTMENT ADVISORS | GENTRY PRIVATE WEALTH MANAGEMENT LLC | GENTRY INVESTMENT MANAGEMENT

CRD#: 159705 / SEC#: 801-73022

RIA

Registered Investment Advisory firm - (1/3/2012 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

Illinois
(8/28/2021)

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: 8/28/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/8/2022

Securities Industry Essentials Examination

Current Firm

BENCHMARK INVESTMENT ADVISORS LLC

BENCHMARK INVESTMENT ADVISORS LLC | GSV INVESTMENT ADVISORS LLC | GSV INVESTMENT ADVISORS | GENTRY PRIVATE WEALTH MANAGEMENT LLC | GENTRY INVESTMENT MANAGEMENT

CRD#: 159705 / SEC#: 801-73022

RIA

Registered Investment Advisory firm - (1/3/2012 Approved)

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Contact information

Main Address

180 N Stetson Ave., Ste 1990, Chicago, IL 60601

Mailing Address

Phone number

(312) 552-9595

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	112
AUM (Assets Under Management)	$ 305,319,968

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/12/2025	Cover Page	Report
07/16/2024	Cover Page	Report
08/25/2023	Cover Page	Report

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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Thomas P. Walshe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Peter Walshe's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENCHMARK INVESTMENT ADVISORS LLC

Primary Firm SEC Registration

BENCHMARK INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2021

SIE

Date: 1/8/2022

Current Firm

BENCHMARK INVESTMENT ADVISORS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BENCHMARK INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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