Caleb Ray has been an investment adviser representative at Benchmark Financial since July 2024, and is not listed among the firm’s executive officers or direct owners. Caleb Ray holds a Degree in Financial Planning from the University of Georgia.
Benchmark Financial, LLC is a Wilmington, DE firm with $132M under management, 90 clients and 3 advisers across 2 offices, as of its January 2026 filing.
Caleb Ray is Financial Planner of Benchmark Financial. He prepares comprehensive financial plans, investment analysis and ongoing advice to support client goals. He served for seven years in the U.S. Air Force as an aircraft welder, machinist and fabricator, and also worked as a Senior Associate at Vanguard.
Caleb Ray’s longest registration is the current one, 2 years at Benchmark Financial since 2024. Before joining Benchmark Financial in 2024, Caleb Ray was registered through Vanguard Advisers, Inc.
- Benchmark Financial, LLCCurrent– present · 2 yearsWilmington, DE · Adviser representative · Firm CRD 297443
- Vanguard Advisers, Inc.– · under a yearMalvern, PA · Adviser representative · Firm CRD 106715
Professional designations
Listed by Benchmark Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Caleb Ray is registered as an investment adviser representative in 2 states. Each was approved in July 2024.
- DelawareSince 8 July 2024
- TexasSince 8 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 September 2023 |
| Series 7TO | General Securities Representative Examination | 20 July 2023 |
| SIE | Securities Industry Essentials Examination | 17 November 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Caleb Lee Ray
- CRD
- 7727049
- Firm
- Benchmark Financial · CRD 297443
- Office
- 2 RIGHTER PARKWAY, SUITE 100, Wilmington, DE 19803
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- benchmarkfg.com
Where does Caleb Ray work?
Caleb Ray is an investment adviser representative registered through Benchmark Financial, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Caleb Ray a financial advisor?
Yes. Caleb Ray has a current investment-adviser registration in Delaware and Texas, through Benchmark Financial since July 2024.
How many years of experience does Caleb Ray have?
Caleb Ray has 3 years in the financial industry, since July 2023, across 2 adviser firms.
What exams has Caleb Ray passed?
Caleb Ray has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2022.
Where is Caleb Ray based?
Caleb Ray’s registered office is in Wilmington, DE.
Is Caleb Ray registered with FINRA?
No. Caleb Ray has no current broker registration.
Is Caleb Ray a CFP?
Benchmark Financial lists Caleb Ray with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Caleb Ray’s record?
Search CRD 7727049 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Caleb Ray’s full registration record.