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RB

Ryan A. Branch

IRON BRANCH WEALTH LLC
ALEXANDRIA, VA
Some features on this profile are disabled
CRD#: 7761732
RB

Professional summary

Ryan Andrew Branch, who also goes by Ryan Branch, is a registered financial advisor currently at IRON BRANCH WEALTH LLC located in Alexandria, Virginia.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ryan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Branch

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Andrew Branch's 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

January 6, 2026 - Present

IRON BRANCH WEALTH LLC

RIA
CRD#: 338597
ALEXANDRIA, VA
Past

March 25, 2025 - January 6, 2026

CASSADAY & COMPANY, INC.

RIA
CRD#: 317672
MCLEAN, VA
Past

March 20, 2025 - January 4, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
MCLEAN, VA
Past

October 9, 2024 - March 31, 2025

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
WASHINGTON, DC
Past

August 30, 2024 - March 31, 2025

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
WASHINGTON, DC

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.

Highlighted states indicate IAR registrations

IAR
Virginia
(1/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/13/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/30/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/16/2024
Securities Industry Essentials Examination

Current Firm

IB
IRON BRANCH WEALTH LLC
IRON BRANCH WEALTH LLC

CRD#: 338597 / SEC#:

Virginia
Registered Investment Advisory firm - (1/6/2026 Approved)
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Contact information

Main Address
Alexandria, VA
Mailing Address
Phone number
(734) 418-9120
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

IRON BRANCH WEALTH LLC

CRD#: 338597Alexandria, VA

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