Branch Financial Services, Inc.
Firm details
- Headquarters
- Setauket, New York
- CRD number
- 146985
- Website
- www.branchfinancialsrvcs.com
- Fee structure
- Hourly Charges, Commissions
- Services
- Financial Planning
Firm profile
FINTRXOverview
Branch Financial Services, Inc. is registered as an independent registered investment adviser organized as a corporation and owned by an individual. FINTRX flags the firm as not a multi-state adviser and not a capital allocator. Its advisory activity centers on financial planning services, and its fee model includes hourly charges and commissions rather than a discretionary AUM-driven fee schedule. The firm is not flagged as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Harlan Fischer
PresidentCRD 811927
Michael Brescia
Investment AdvisorCRD 4568941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Setauket, NY
Suffolk
Location
Setauket, NY
Headquartered in Setauket, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 21 Bennetts Rd
- Time zone
- ET (UTC-5)
- Office locations
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