David P Connelly
Investment adviser representative at Orchard Advisors
15 yearsExperience
1 stateRegistered in
$89.2MFirm assets
5 yearsFirm in business
Are you David P Connelly? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Orchard AdvisorsMar 2021 to now
- Cardinal Capital Management LLCOct 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Orchard Advisors
Legal name: Orchard Advisors LLC
$89.2MAssets managed
281Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4668544
- Firm CRD
- 284061