RBC Capital Markets
41yrs
Top advisor by experience in Cazenovia
4yrs
Stephen Thomas Abbe
Financial advisor at Orchard Advisors
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeCazenovia, NY
FirmOrchard Advisors
How the firm is paid ?Percent of assets, Hourly
States licensed ?1 state
Services through Orchard Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- 2022 – nowOrchard AdvisorsCurrent firm
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Orchard Advisors at 315-655-1072 and ask for Stephen Thomas Abbe. Stephen works from the Cazenovia, NY office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Stephen hold?
Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Orchard Advisors reports being paid by a percentage of the assets they manage, hourly fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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