{
  "crd_number": 146985,
  "slug": "branch-financial-services-inc-setauket-ny-146985",
  "primary_business_name": "BRANCH FINANCIAL SERVICES, INC.",
  "legal_name": "BRANCH FINANCIAL SERVICES, INC.",
  "dbas": [],
  "city": "Setauket",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2011-06-06",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-02-17",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "commissions",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://branchfinancialsrvcs.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146985",
  "city_as_filed": "SETAUKET",
  "url": "https://advisorcensus.com/firm/branch-financial-services-inc-setauket-ny-146985",
  "display_name": "Branch Financial Services, Inc.",
  "summary": "Branch Financial Services, Inc. is a state-registered investment advisory firm in Setauket, NY, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated February 17, 2026.",
  "citation": "AdvisorCensus. Branch Financial Services, Inc. (CRD 146985): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Branch Financial Services, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Branch Financial Services, Inc. reports these compensation arrangements: hourly charges; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Branch Financial Services, Inc. located?",
      "a": "Branch Financial Services, Inc.'s principal office is in Setauket, NY, according to its Form ADV."
    },
    {
      "q": "Is Branch Financial Services, Inc. registered with the SEC or a state?",
      "a": "Branch Financial Services, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 146985."
    },
    {
      "q": "Does Branch Financial Services, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146985"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/branch-financial-services-inc-setauket-ny-146985.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146985",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}