Ian Pass has been an investment adviser representative at Benchmark Financial since June 2026, and is not listed among the firm’s executive officers or direct owners. Ian Pass holds a Master of Science with distinction in Finance from London Business School and a Honors Bachelor of Science in Finance from the University of Delaware.
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.
Ian Pass is Financial Planner of Benchmark Financial. He prepares tailored financial plans to help clients meet their goals. He has specialized in financial risk management through becoming a certified Financial Risk Manager.
- Benchmark Financial, LLCCurrent– present · under a yearWilmington, DE · Adviser representative · Firm CRD 297443
Professional designations
Listed by Benchmark Financial
- Chartered Financial Analyst (CFA®)
- Financial Risk Manager (FRM)
Investment adviser representative registrations
Ian Pass is registered as an investment adviser representative in Delaware, since June 2026.
- DelawareSince 22 June 2026
Examinations
No examinations are on Ian Pass’s record.
- Full name
- Ian G Pass
- CRD
- 8298560
- Firm
- Benchmark Financial · CRD 297443
- Office
- 2 RIGHTER PARKWAY, SUITE 100, Wilmington, DE 19803
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- benchmarkfg.com
Where does Ian Pass work?
Ian Pass is an investment adviser representative registered through Benchmark Financial, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ian Pass a financial advisor?
Yes. Ian Pass has a current investment-adviser registration in Delaware, through Benchmark Financial since June 2026.
How many years of experience does Ian Pass have?
Ian Pass has 0 years in the financial industry, since June 2026, across 1 adviser firm.
Where is Ian Pass based?
Ian Pass’ registered office is in Wilmington, DE.
Is Ian Pass registered with FINRA?
No. Ian Pass has no current broker registration.
Is Ian Pass a CFA charterholder?
Benchmark Financial lists Ian Pass with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Ian Pass’ record?
Search CRD 8298560 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ian Pass’ full registration record.