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Iris Lee Buczkowski

BIRCH WEALTH, INC.·ROME, New York
SIE, Series 7, Series 63, Series 65Clean record5 years registeredBIRCH 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. · 5 years registered
Brand Profile
Not yet started
01

Career History

BIRCH WEALTH MANAGEMENT
Aug 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · August 4, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BIRCH WEALTH, INC.
CRD 304727 · SEC 801-121325
AUM
$38M
Regulatory assets under management
Employees
2
352 client accounts
Services offered by BIRCH WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BIRCH WEALTH, INC. →
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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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