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Willard D. Schoch
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Boca Raton, FL 33431
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CRD#: 7435190
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Professional summary
Willard Dudley Schoch, AIF® is a registered financial advisor currently at BENCHMARK FINANCIAL WEALTH ADVISORS LLC located in Boca Raton, Florida.
Willard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Willard has worked at 1 firm and has passed the Series 65 exam.
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.
Willard "Will" Schoch is an uncompensated board member of the -Presidential Estates Property Owners Association, Non-Investment Related Agency -c/o Campbell Property Management 401 Maplewood Drive, Suite 23 Jupiter, FL 33458 advising on all board matters, including the investment of surplus funds. The association is not a client of Benchmark Financial Wealth Advisors LLC, and Will spends less than 5 hours per month and no time during the trading day as a board member.
CRS (Client Relationship Summary) - RIA
Click below to view Willard Dudley Schoch's 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®
Experience
Current
October 5, 2021 - Present
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
Office #1: 2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431RIA
CRD#: 287966
Boca Raton, FL
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".
BF
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
BENCHMARK FINANCIAL | BENCHMARK FINANCIAL WEALTH ADVISORS LLC
CRD#: 287966 / SEC#: 801-110764
RIA
Registered Investment Advisory firm - (7/7/2017 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
Florida(10/8/2021)
IAR
Texas(10/5/2021)
Current Firm
BF
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
BENCHMARK FINANCIAL | BENCHMARK FINANCIAL WEALTH ADVISORS LLC
CRD#: 287966 / SEC#: 801-110764
RIA
Registered Investment Advisory firm - (7/7/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2351 Nw Boca Raton Blvd. Suite 100, Boca Raton, FL 33431
Mailing Address
Phone number
(561) 416-2992
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,114 |
| AUM (Assets Under Management) | $ 721,666,983 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2024 | ||
| 09/25/2023 | ||
| 11/29/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BENCHMARK FINANCIAL WEALTH ADVISORS LLC
CRD#: 287966Boca Raton, FL 33431TRUST BUT VERIFY
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