Willard Schoch has been an investment adviser representative at Benchmark Financial Wealth Advisors since October 2021, and is not listed among the firm’s executive officers or direct owners. Willard Schoch holds a Bachelor of Science in Business Administration from Northeastern University and an MBA in Finance from Northeastern University.
Benchmark Financial Wealth Advisors LLC is a Boca Raton, FL firm with $766M under management, 366 clients and 7 advisers across 4 offices, as of its May 2026 filing.
Willard Schoch is Director of Investments of Benchmark Financial Wealth Advisors. He chairs the investment committee and advises high net worth individuals, families, and family office clients on portfolio strategy, manager research, and alternative investments. He has been active in the financial services industry since 2007, and began his career as an alternative investment analyst at The Bank of New York Mellon.
- – present · 5 yearsAdviser representative · Firm CRD 287966
Professional designations
Listed by Benchmark Financial Wealth Advisors
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Willard Schoch is registered as an investment adviser representative in 3 states. The first approvals date from October 2021; the most recent is New Jersey, in May 2026.
- FloridaSince 8 October 2021
- New JerseySince 22 May 2026
- TexasSince 5 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 October 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Willard Dudley Schoch
- CRD
- 7435190
- Firm
- Benchmark Financial Wealth Advisors · CRD 287966
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bfllc.com
Where does Willard Schoch work?
Willard Schoch is an investment adviser representative registered through Benchmark Financial Wealth Advisors LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Willard Schoch a financial advisor?
Yes. Willard Schoch has a current investment-adviser registration in Florida, New Jersey and Texas, through Benchmark Financial Wealth Advisors since October 2021.
How many years of experience does Willard Schoch have?
Willard Schoch has 5 years in the financial industry, since October 2021, across 1 adviser firm.
What exams has Willard Schoch passed?
Willard Schoch passed the Series 65 in October 2021.
Is Willard Schoch registered with FINRA?
No. Willard Schoch has no current broker registration.
How can I verify Willard Schoch’s record?
Search CRD 7435190 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Willard Schoch’s full registration record.
