Anthony Branca has been President/Chief Operating Officer of Woodstock Wealth Management since March 2023, is a control person of the firm and directly owns under 5% of it.
Woodstock Wealth Management, Inc. is a Woodstock, GA firm with $727M under management, 1,586 clients and 26 advisers across 26 offices, as of its April 2026 filing.
Anthony Branca’s longest registration was 10 years at Woodstock Financial Group, Inc. (2008–2019). Before joining Woodstock Wealth Management in 2018, Anthony Branca was registered through Woodstock Financial Group, Inc. and Ic Advisory Services, Inc.
- – present · 8 yearsWoodstock, GA · Adviser representative · Firm CRD 283472
- Woodstock Financial Group, Inc.– · 10 yearsWoodstock, GA · Adviser representative · Firm CRD 38095
- Ic Advisory Services, Inc.– · 2 yearsPiscataway, NJ · Adviser representative · Firm CRD 140190
- The Investment Center, Inc.– · 2 yearsPiscataway, NJ · Adviser representative · Firm CRD 17839
Investment adviser representative registrations
Anthony Branca is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from July 2018; the most recent is Pennsylvania, in March 2025.
- FloridaSince 17 July 2023
- GeorgiaSince 9 July 2018
- New JerseySince 8 September 2023
- PennsylvaniaSince 27 March 2025
- TexasResidentSince 10 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 53 | Municipal Securities Principal Examination | 2 January 2023 |
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 January 2023 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 January 2023 |
| Series 24 | General Securities Principal Examination | 2 January 2023 |
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 June 2002 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 18 January 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 December 1990 |
| Series 7 | General Securities Representative Examination | 6 December 1990 |
- Name
- Municipal Securities Principal Examination
- Name
- Compliance Officer Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Principal Examination
- Name
- Municipal Securities Representative Examination
- Name
- General Securities Representative Examination
- Name
- Operations Professional Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Anthony Douglas Branca
- CRD
- 1178639
- Firm
- Woodstock Wealth Management · CRD 283472
- Role
- President/Chief Operating Officer
- Office
- 250 RIVER PARK NORTH DRIVE, Woodstock, GA 30188
- Registration
- Investment adviser registration
- In the industry since
- January 1991
- Disciplinary history
- Not yet shown here · SEC record
Where does Anthony Branca work?
Anthony Branca has been President/Chief Operating Officer of Woodstock Wealth Management, Inc. since March 2023, and is a control person of the firm.
Is Anthony Branca a financial advisor?
Yes. Anthony Branca has a current investment-adviser registration in Florida, Georgia, New Jersey, Pennsylvania and Texas, through Woodstock Wealth Management since July 2018.
How many years of experience does Anthony Branca have?
Anthony Branca has 35 years in the financial industry, since January 1991, across 4 adviser firms.
What exams has Anthony Branca passed?
Anthony Branca has passed 13 licensing exams: the Series 7, Series 63, Series 8, Series 66, Series 53, Series 14, Series 9, Series 10, Series 24, Series 52TO, Series 7TO, Series 99TO and Series 79TO. The earliest, the Series 7, was passed in December 1990. FINRA credited Anthony Branca with the SIE, which began in October 2018.
Where did Anthony Branca work before Woodstock Wealth Management?
Before Woodstock Wealth Management, Anthony Branca was registered through Ic Advisory Services, Inc., June 2006 to October 2008; The Investment Center, Inc., December 2003 to June 2006.
Where is Anthony Branca based?
Anthony Branca’s registered office is in Woodstock, GA.
Is Anthony Branca registered with FINRA?
No. Anthony Branca has no current broker registration.
How can I verify Anthony Branca’s record?
Search CRD 1178639 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Branca’s full registration record.