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BRANCH FINANCIAL SERVICES, INC.

CRD 146985

Visit website

21 BENNETTS ROAD, SUITE 201, SETAUKET, NY, 11733, United States

Phone

631-979-6000

Fax

631-979-6023

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

3 total employees; 2 advisory reps

Clients

11-25

Fees

Hourly charges; Commissions

Org form

Corporation

Filing date

2026-02-17

Disciplinary history

No

Services

Financial planning

All web addresses on file

Official SEC filing: View on IAPD