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Andrew Paul Nardella

Orchard Advisors

Cazenovia, NY

CRD 1799354

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Employer firm

Orchard Advisors CRD 284061

$89.2M regulatory AUM 281 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Orchard Advisors

Cazenovia, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-24
  • NY RA
    APPROVED
    Since 2021-06-24

Branch Locations

Cazenovia, NY • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Orchard Advisors Cazenovia NY 05/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-19
S63 Uniform Securities Agent State Law Examination 1988-03-07
  • S66 Uniform Combined State Law Examination
    2016-05-19
  • S63 Uniform Securities Agent State Law Examination
    1988-03-07

View on SEC IAPD

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