Thomas Peter Walshe
Investment adviser representative at Benchmark Investment Advisors LLC
16 yearsExperience
1 stateRegistered in
$329.2MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Benchmark Investment Advisors LLCJul 2021 to now
- Ruffalo Noel LevitzSep 2017 to Feb 2021
- StudentJan 2010 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Benchmark Investment Advisors LLC
$329.2MAssets managed
126Clients
3Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7414724
- Firm CRD
- 159705