Orchard Advisors

Orchard Advisors (CRD# 284061) is a financial advisory firm headquartered in , . They manage $70,275,671 in 249 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $282,232
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Orchard Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Stephen Abbe, financial advisor Cazenovia NY
Stephen T. Abbe
CRD#: 7561585
Cazenovia, NY

Stephen Abbe (CRD# 7561585) is an Investment Advisor Representative working at Orchard Advisors in Cazenovia, NY and has 1 year of experience in the finance industry.

2
David Connelly, financial advisor Cazenovia NY
David P. Connelly
CRD#: 4668544
Cazenovia, NY

David Connelly (CRD# 4668544) is an Investment Advisor Representative working at Orchard Advisors in Cazenovia, NY and has over 14 years of experience in the finance industry.

3
Andrew Nardella, financial advisor Cazenovia NY
Andrew P. Nardella
CRD#: 1799354
Cazenovia, NY

Andrew Nardella (CRD# 1799354) is an Investment Advisor Representative working at Orchard Advisors in Cazenovia, NY and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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