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Iris Lee Buczkowski

BIRCH WEALTH, INC.·ROME, New York
Clean recordBIRCH WEALTH, INC.
414 N. JAMES ST., ROME, NY 13440CRD# 4582535Firm CRD# 304727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Iris Lee Buczkowski · ROME, NY
Registration
CRD #4582535 · BIRCH WEALTH, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Iris Lee Buczkowski is a registered financial advisor based in ROME, New York, affiliated with BIRCH WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BIRCH WEALTH, INC.
BIRCH WEALTH MANAGEMENT
AUM
$38M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BIRCH WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4582535
Firm CRD# 304727
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Iris Lee Buczkowski offer?
Iris Lee Buczkowski specializes in Financial Planning, Investment Management. Contact their office in ROME, New York for a consultation.
What are Iris Lee Buczkowski's credentials?
Iris Lee Buczkowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Iris Lee Buczkowski located?
Iris Lee Buczkowski is based in ROME, New York, working with BIRCH WEALTH, INC.. Their office serves clients in the ROME metropolitan area and surrounding communities.
How does Iris Lee Buczkowski charge for services?
Iris Lee Buczkowski's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIRCH WEALTH, INC.?
BIRCH WEALTH, INC. has approximately 2 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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