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Orchard Advisors CRD 284061
$89.2M regulatory AUM 281 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Cazenovia, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-24 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orchard Advisors | Cazenovia | NY | 05/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-07 |
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