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Ian G Pass

Investment Adviser Representative at Benchmark Financial, LLC

Wilmington, DECRD #8298560Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ian G. Pass is an investment adviser representative with Benchmark Financial, LLC in Wilmington, DE, where they have been registered since 2026, the year they entered the securities industry. They are registered to provide investment advice in Delaware.

Office

2 Righter Parkway, Suite 100
Wilmington, DE 19803

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Delaware

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Benchmark Financial, LLCCurrent
6/22/2026 – Wilmington, DE

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Deel US LLC
    Jun 2026 – no end date reportedWilmington, DE
  2. KPMG UK LLP
    Mar 2023 – May 2026London
  3. Anglian Water Services Limited
    Jan 2022 – Mar 2023Huntingdon
  4. Willis Towers Watson
    May 2017 – Jan 2022London
  5. Willis Towers Watson
    Apr 2015 – May 2017Philadelphia, PA
  6. Benchmark Financial, LLC
    Jun 2026 – no end date reportedWilmington, DE

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Benchmark Financial, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$500,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Wilmington, DE
SEC file number:
801-131977

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of January 8, 2026

View full firm profile

Other advisors at Benchmark Financial, LLC

3 other advisors in the directory

View Benchmark Financial, LLC firm profile

Similar advisors in Wilmington, DE

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ian G Pass has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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