Anthony Douglas Branca

Employer firm

Woodstock Wealth Management, Inc. CRD 283472

$727M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 12/2019
  Woodstock Financial Group
  Woodstock, GA
• 06/2018 → Present
  Woodstock Wealth Management, Inc.
  Woodstock, GA
• 12/2021 → 06/2022
  Monmouth Capital Management Llc
  Holmdel, NJ

Previous Registrations

• 2008-09-15 → 2019-03-14
  Woodstock Financial Group, Inc.
  Woodstock, GA
  Woodstock, GA
  Woodstock, GA
  Piscataway, NJ
  Woodstock, GA
• 2006-06-02 → 2008-10-10
  Ic Advisory Services, Inc.
  Bedminster, NJ
  Piscataway, NJ
• 2003-12-15 → 2006-06-02
  The Investment Center, Inc.
  Piscataway, NJ
  Hillside, NJ
  Piscataway, NJ

Other Businesses

1.BRANCA FINANCIAL GROUP, LLC; NOT INVESTMENT RELATED; CANTON, GA 30114; PAY EXPENSES FOR 1099 INCOME RECEIVED FROM INSURANCE BUSINESS. ALSO, CONSULTING TO FIRMS AND REGISTERED REPRESENTATIVES; PRESIDENT; 100 PERCENT OWNERSHIP; STARTED 02/2010; DEVOTES APPROXIMATE 2 HOURS A MONTH TO OTHER BUSINESS WHICH NONE ARE DURING TRADING HOURS; DUTIES INCLUDE ADMINISTRATION OF BUSINESS 2. BRANCA ENTERPRISES LLC; NOT INVESTMENT RELATED; CANTON, GA 30114; WEBSITE OFFERING MUSIC, SPORTS AND HISTORY. RESELLER OF HEALTH PRODUCTS; MANAGING MEMBER; STARTED 05/2015; DEVOTES APPROXIMATELY 1 HOURS A MONTH WHICH NONE ARE DURING BUSINESS HOURS; DUTIES INCLUDE ADMINISTRATIVE OF BUSINESS. 3. ANTHONY BRANCA SOLE PROPRIETOR; INVESTMENT-RELATED; CANTON, GA 30114; SELL NON-SECURITY INSURANCE; SOLE PROPRIETOR; STARTED 12/2005; DEVOTES APPROXIMATE 1 HOUR A MONTH OF WHICH NONE IS DURING TRADING HOURS; DUTIES INCLUDE SELL NON-SECURITIES INSURANCE PRODUCTS.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-21
• S63 Uniform Securities Agent State Law Examination
  1990-12-19