Andrew
Nardella

Orchard Advisors

CRD#1799354
Investment Advisor
in Cazenovia, NY

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About this Advisor

Andrew Nardella is a financial advisor based in Cazenovia, New York, working with Orchard Advisors. Andrew has previously held positions at First Allied Securities, Inc and Orchard Advisors. Andrew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Andrew is part of Orchard Advisors, which operates out of Cazenovia, New York. The firm has 2 employees and manages assets totaling $70.3 million. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Orchard Advisors includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Cazenovia, NY

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Orchard Advisors Brokerage Details

Total Assets Under Management

$70,275,671

Total Number of Employees

2

Total Number of Accounts

249

Average Account Size

$282,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Andrew Nardella Work History

2016 - Present (9 years)

Orchard Advisors

2012 - 2016 (4 years)

First Allied Securities, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Andrew Nardella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Orchard Advisors

Andrew Nardella
Cazenovia, NY
David Connelly
Cazenovia, NY
Stephen Abbe
Cazenovia, NY

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