Thomas Edward Talbott
Investment Adviser Representative at Stewardship Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Thomas Edward Talbott is an investment adviser representative with Stewardship Advisors, LLC in Mount Joy, PA, where they have been registered since 2015. They have worked in the securities industry since 2002 and have been registered with 5 firms, including Cambridge Investment Research Advisors, Inc. and Ronald BLUE & Co. LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Stewardship Advisors, LLCAug 2014 – no end date reportedMount Joy, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Stewardship Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- $0-$499,9991.00%
- $500,000-$999,9990.85%
- $1,000,000-$2,999,9990.70%
- $3,000,000 and above—
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial Life Planning (wealth management, risk management, and investment strategy), Saving for the Future (retirement planning), Planning Your Legacy (estate planning), and Creative Charitable Giving (charitable giving strategy for maximum impact).
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Mount Joy, PA
- SEC file number:
- 801-108174
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 16, 2026
View full firm profileOther advisors at Stewardship Advisors, LLC
8 other advisors in the directory
Similar advisors in Mount Joy, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas Edward Talbott has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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