David Connelly
Advisor at Orchard Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Orchard Advisors
Location
Cazenovia, NY
Credentials
Series 63, Series 65
Industry experience
12 years
Client services
Portfolio management
Fee options
$0+: Generally starts at 1.50% (negotiable) $0 - $1,500,000: 0.50% (Qualified Retirement Plans) $1,500,001 - $3,500,000: 0.40% (Qualified Retirement Plans) $3,500,001+: 0.35% (Qualified Retirement Plans, may vary based on participants)
$150 per hour for investment consulting services
Fee-only: Investment consulting at $150 per hour
Work history
Orchard Advisors
2021 - Present (5 years)
Cardinal Capital Management LLC
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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