Anthony Douglas Branca
Professional Summary
Anthony Douglas Branca is a registered financial advisor currently at WOODSTOCK WEALTH MANAGEMENT, INC. located in Woodstock, Georgia. Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Anthony has worked at 10 firms and has passed the Series 66, Series 63, Series 52TO, Series 7TO, Series 99TO, Series 79TO, SIE, Series 7, Series 53, Series 14, Series 9, Series 10, Series 24 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
ASSET MANAGEMENT STRATEGIES | WOODSTOCK WEALTH MANAGEMENT, INC. | VERITAS FINANCIAL GROUP | TOMOLONIS FINANCIAL, LLC | SHIFT FINANCIAL GROUP, INC. | RIDGE WEALTH MANAGEMENT, LLC | LOTUS POSITIONS, LLC | HALL WEALTH MANAGEMENT, LLC | FITZSIMMONS FINANCIAL SERVICES, LLC | FIT FINANCIAL | FIRST CHOICE FINANCIAL GROUP | FINTECH WEALTH MANAGEMENT, LLC | FESSLER FINANCIAL | EDGEWOOD FINANCIAL GROUP | COVENANT WEALTH MANAGEMENT | CBG FINANCIAL, INC. | BANYAN PRIVATE WEALTH
Contact Information
Main Address
250 River Park North Drive, Woodstock, GA 30188Phone Number
(800) 279-4468# of Employees
26SEC notice filing (35 States and Territories)
Registered to provide investment advisory services in 35 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,995AUM (Assets Under Management)
$726,566,676Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ASSET MANAGEMENT STRATEGIES | WOODSTOCK WEALTH MANAGEMENT, INC. | VERITAS FINANCIAL GROUP | TOMOLONIS FINANCIAL, LLC | SHIFT FINANCIAL GROUP, INC. | RIDGE WEALTH MANAGEMENT, LLC | LOTUS POSITIONS, LLC | HALL WEALTH MANAGEMENT, LLC | FITZSIMMONS FINANCIAL SERVICES, LLC | FIT FINANCIAL | FIRST CHOICE FINANCIAL GROUP | FINTECH WEALTH MANAGEMENT, LLC | FESSLER FINANCIAL | EDGEWOOD FINANCIAL GROUP | COVENANT WEALTH MANAGEMENT | CBG FINANCIAL, INC. | BANYAN PRIVATE WEALTH
State Registrations and Notice Filings
(7/17/2023)
(7/9/2018)
(9/8/2023)
(3/27/2025)
(7/10/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jan 1994Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Anthony Douglas Branca's CRS (Customer Relationship Summary).
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