BRANCH FINANCIAL SERVICES, INC.

BRANCH FINANCIAL SERVICES, INC. of SETAUKET, NY is an SEC-registered investment adviser (CRD 146985).

Registration

• CRD: 146985
• Type: Registered investment adviser
• Location: 21 BENNETTS ROAD, SETAUKET, NY, 11733
• Phone: 631-979-6000
• Latest filing: 2026-02-17
• Clients: 3

Business model

Compensation: Hourly, Commissions.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146985 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search