Thomas Talbott has been Member/Partner of Stewardship Advisors since January 2017, is a control person of the firm and directly owns between 10% and 25% of it. Thomas Talbott holds a Bachelor of Arts from Messiah College and a Master of Arts from Columbia International University.
Stewardship Advisors, LLC is a Mount Joy, PA firm with $545M under management, 687 clients and 10 advisers in one office, as of its March 2026 filing.
Thomas Talbott is a Financial Advisor of Stewardship Advisors, LLC. He began his career in financial services in 1994 as a Registered Representative at AXA Advisors, became an Investment Advisor Representative of Ambassador Advisors, LLC in 1997 and a partner of that firm in 2001, and in 2010 joined Ronald Blue & Co., LLC, where he specialized in financial plans and investment management strategies.
Thomas Talbott’s longest registration is the current one, 10 years at Stewardship Advisors since 2015. Before joining Stewardship Advisors in 2015, Thomas Talbott was registered through Cambridge Investment Research Advisors, Inc. and Ronald Blue & Co. LLC.
- Stewardship Advisors, LLCCurrent– present · 10 yearsMount Joy, PA · Adviser representative · Firm CRD 277099
- Cambridge Investment Research Advisors, Inc.– · 2 yearsMount Joy, PA · Adviser representative · Firm CRD 134139
- Ronald Blue & Co. LLC– · 3 yearsHunt Valley, MD · Adviser representative · Firm CRD 104605
- Axa Advisors, LLC– · 7 yearsLancaster, PA · Adviser representative · Firm CRD 6627
- Ambassador Advisors, LLC– · 8 yearsLancaster, PA · Adviser representative · Firm CRD 116978
Professional designations
Listed by Stewardship Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Kingdom Advisor (CKA®)
Investment adviser representative registrations
Thomas Talbott is registered as an investment adviser representative in Pennsylvania, since November 2015.
- PennsylvaniaSince 6 November 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 4 June 1997 |
| Series 7 | General Securities Representative Examination | 26 November 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 May 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 July 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 July 1994 |
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Thomas Edward Talbott
- CRD
- 2479325
- Firm
- Stewardship Advisors · CRD 277099
- Role
- Member/Partner
- Office
- 321 W. MAIN STREET, Mount Joy, PA 17552
- Registration
- Investment adviser registration
- In the industry since
- February 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mystewardshipadvisor.com
Where does Thomas Talbott work?
Thomas Talbott has been Member/Partner of Stewardship Advisors, LLC since January 2017, and is a control person of the firm.
Is Thomas Talbott a financial advisor?
Yes. Thomas Talbott has a current investment-adviser registration in Pennsylvania, through Stewardship Advisors since November 2015.
How many years of experience does Thomas Talbott have?
Thomas Talbott has 24 years in the financial industry, since February 2002, across 5 adviser firms.
What exams has Thomas Talbott passed?
Thomas Talbott has passed 5 licensing exams: the Series 63, Series 6, Series 65, Series 7 and Series 26. The earliest, the Series 63, was passed in July 1994.
Where did Thomas Talbott work before Stewardship Advisors?
Before Stewardship Advisors, Thomas Talbott was registered through Ronald Blue & Co. LLC, July 2010 to April 2014; Axa Advisors, LLC, August 2002 to May 2010; Ambassador Advisors, LLC, December 2001 to May 2010.
Where is Thomas Talbott based?
Thomas Talbott’s registered office is in Mount Joy, PA.
Is Thomas Talbott registered with FINRA?
No. Thomas Talbott has no current broker registration.
Is Thomas Talbott a CFP?
Stewardship Advisors lists Thomas Talbott with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Thomas E. Talbott, CFP®, CKA®, CAP® biography, mystewardshipadvisor.com
How can I verify Thomas Talbott’s record?
Search CRD 2479325 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Talbott’s full registration record.
