Unclaimed Profile

Thomas Edward Talbott

STEWARDSHIP ADVISORS, LLC·MOUNT JOY, Pennsylvania

Series 6, Series 7, Series 26, Series 63, Series 65Clean record24 years registeredSTEWARDSHIP ADVISORS, LLC

321 W. MAIN STREET, MOUNT JOY, PA 17552CRD# 2479325Firm CRD# 277099

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Edward Talbott · MOUNT JOY, PA

Registration

CRD #2479325 · STEWARDSHIP ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

STEWARDSHIP ADVISORS, LLC

Nov 2015 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Apr 2014 – Aug 2016

MOUNT JOY, PA

RONALD BLUE & CO. LLC

Jul 2010 – Apr 2014

HUNT VALLEY, MD

AXA ADVISORS, LLC

Aug 2002 – May 2010

LANCASTER, PA

AMBASSADOR ADVISORS, LLC

Dec 2001 – May 2010

LANCASTER, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · December 18, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEWARDSHIP ADVISORS, LLC

CRD 277099 · SEC 801-108174

AUM

$321M

Regulatory assets under management

Employees

1,509 client accounts

Services offered by STEWARDSHIP ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STEWARDSHIP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Edward Talbott offer?

Thomas Edward Talbott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNT JOY, Pennsylvania for a consultation.

What are Thomas Edward Talbott's credentials?

Thomas Edward Talbott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Edward Talbott located?

Thomas Edward Talbott is based in MOUNT JOY, Pennsylvania, working with STEWARDSHIP ADVISORS, LLC. Their office serves clients in the MOUNT JOY metropolitan area and surrounding communities.

How does Thomas Edward Talbott charge for services?

Thomas Edward Talbott's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEWARDSHIP ADVISORS, LLC?

STEWARDSHIP ADVISORS, LLC has approximately 11 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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