# Branch Financial Services, Inc.

> 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.

- CRD: 146985
- Filed as: BRANCH FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Setauket, NY
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146985
- AdvisorCensus page: https://advisorcensus.com/firm/branch-financial-services-inc-setauket-ny-146985

## Quick answers

**How is Branch Financial Services, Inc. compensated?**
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.

**Where is Branch Financial Services, Inc. located?**
Branch Financial Services, Inc.'s principal office is in Setauket, NY, according to its Form ADV.

**Is Branch Financial Services, Inc. registered with the SEC or a state?**
Branch Financial Services, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 146985.

**Does Branch Financial Services, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Commissions

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- branchfinancialsrvcs.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Branch Financial Services, Inc. (CRD 146985): Form ADV filing data as of October 2026.