Iris Buczkowski (CRD# 4582535) is an Investment Advisor Representative working at Birch Wealth Management in Rome, NY and has over 20 years of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 6544193
Leigh Baldwin & Company, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Birch Wealth Management | Rome, NY | Jun 2019 - Current | 4 |
| Birch Wealth Management | Rome, NY | May 2019 - Current | 4 |
| Alan R. Leist Planning Group, Inc. | Utica, NY | Feb 2006 - Apr 2019 | 13 |
| Strategic Financial Services Inc. | Utica, NY | Sep 2002 - Apr 2019 | 16 |
| Cadaret, Grant & Company, Inc. | Utica, NY | Mar 2006 - Oct 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
- NY
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts352ACCOUNTS
-
Average Account Value$108,719
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
NY
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