Branden R. Hess

WEALTH MANAGEMENT ASSOCIATES

CHERRY HILL, NJ 08003

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CRD#: 6845195

Professional summary

Branden Robert Hess, who also goes by Branden Martin, is a registered financial advisor currently at WEALTH MANAGEMENT ASSOCIATES, INC. located in Cherry Hill, New Jersey and OSAIC WEALTH, INC. located in Cherry Hill, New Jersey.

Branden is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Branden has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Branden Martin

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.

Wealth Management Associates, Inc. (DBA) WEALTH MANAGEMENT ASSOCIATES, INC. POSITION: IAR NATURE: It is a Registered Investment Advisory Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 115 SECURITIES TRADING HOURS: 115 START DATE: 08/07/2017 ADDRESS: 1909 Marlton Pike East, Cherry Hill NJ 08003, United States DESCRIPTION: Licensed Investment Advisor Rep handling asset management and account servicing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Branden Robert Hess's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 26, 2018 - Present

WEALTH MANAGEMENT ASSOCIATES, INC.

Office #1: 1909 Route 70 East Suite 100, Cherry Hill, NJ 08003

RIA

CRD#: 117606

CHERRY HILL, NJ

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 1909 Route 70 E Ste 100, Cherry Hill, NJ 08003

RIA

CRD#: 23131

CHERRY HILL, NJ

Past

February 26, 2018 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

CHERRY HILL, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTH MANAGEMENT ASSOCIATES, INC.

HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.

CRD#: 117606 / SEC#: 801-79993

RIA

Registered Investment Advisory firm - (7/2/2014 Approved)

New Jersey

Registered Investment Advisory firm - (7/11/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/28/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

New Jersey
(4/26/2018)

New Jersey
(6/14/2024)

Pennsylvania
(6/14/2024)

IAR

Texas
(6/11/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/26/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/22/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/26/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

WEALTH MANAGEMENT ASSOCIATES, INC.

HADDONFIELD FINANCIAL PLANNING | WEALTH MANAGEMENT ASSOCIATES, INC.

CRD#: 117606 / SEC#: 801-79993

RIA

Registered Investment Advisory firm - (7/2/2014 Approved)

New Jersey

Registered Investment Advisory firm - (7/11/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/28/2014 Terminated)

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Contact information

Main Address

1909 Route 70 East Suite 100, Cherry Hill, NJ 08003

Mailing Address

Phone number

(856) 424-2350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (4/24/2025)

Regulatory assets under management

Total Number of Accounts	1,972
AUM (Assets Under Management)	$ 646,804,888

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Branden R. Hess

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Branden Robert Hess's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SECURITIES AMERICA, INC.

Primary Firm SEC Registration

WEALTH MANAGEMENT ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/26/2018

Series 65

Date: 7/22/2017

SIE

Date: 10/1/2018

Series 7

Date: 2/26/2018

FINRA

Current Firm

WEALTH MANAGEMENT ASSOCIATES, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT ASSOCIATES, INC.

TRUST BUT VERIFY

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