David
Connelly
Orchard Advisors
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About this Advisor
David Connelly is a financial advisor based in Cazenovia, New York, working with Orchard Advisors. David has previously held positions at Cardinal Capital Management LLC and Orchard Advisors. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, David 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
Services Offered
Fee Structure
Office Location
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Orchard Advisors Brokerage Details
$70,275,671
2
249
$282,232
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
David Connelly Work History
Orchard Advisors
Cardinal Capital Management LLC
Disclosures
Please visit the SEC profile of David Connelly 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
Cazenovia, NY
Cazenovia, NY
Cazenovia, NY
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