Stephen Thomas Abbe
Investment adviser representative at Orchard Advisors
30 yearsExperience
1 stateRegistered in
$89.2MFirm assets
5 yearsFirm in business
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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
30 years in the industry.
- Orchard AdvisorsJul 2022 to now
- Src, Inc.May 1996 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7561585
- Firm CRD
- 284061