Andrew P. Nardella
Professional summary
Andrew Paul Nardella is a registered financial advisor currently at ORCHARD ADVISORS located in Cazenovia, New York.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Andrew has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Paul Nardella's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 24, 2021 - Present
ORCHARD ADVISORS
July 17, 2012 - March 29, 2016
FIRST ALLIED SECURITIES, INC.
April 12, 2005 - August 2, 2012
1ST DISCOUNT BROKERAGE, INC.
April 27, 1995 - April 13, 2005
A. G. EDWARDS & SONS, INC.
March 25, 1994 - April 21, 1995
OPPENHEIMER & CO. INC.
February 9, 1993 - March 25, 1994
REICH & CO., INC.
October 22, 1992 - January 13, 1993
JW GENESIS CLEARING CORP.
May 31, 1991 - October 29, 1992
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
December 4, 1990 - June 4, 1991
REICH & CO., INC.
May 5, 1989 - December 17, 1990
GLOBAL AMERICA INCORPORATED
February 23, 1988 - May 8, 1989
D. H. BLAIR & CO., INC.
Primary Firm SEC Registration
ORCHARD ADVISORS
CRD#: 284061 / SEC#: 801-120137
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/24/2021)
Exams
Current Firm
ORCHARD ADVISORS
CRD#: 284061 / SEC#: 801-120137
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 405 |
| AUM (Assets Under Management) | $ 74,133,815 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
