Connor
Martin

Nordwand Advisors

CRD#7651891
Investment Advisor
in Boston, MA

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About this Advisor

Connor Martin is a financial advisor based in Boston, Massachusetts, working with Nordwand Advisors. Connor has previously held positions at Boston College, Eldridge Industries, Personal, Cambridge Associates, and Nordwand Advisors. Connor has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Connor is part of Nordwand Advisors, which operates out of Boston, Massachusetts. The firm has 2 offices and 7 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Nordwand Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Boston, MA

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Nordwand Advisors Brokerage Details

Total Assets Under Management

$3,492,631,540

MA Average: $15,833,994,310
Total Number of Employees

7

MA Average: 41
Total Number of Accounts

109

MA Average: 3,342
Average Account Size

$32,042,491

MA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Connor Martin Work History

2022 - Present (3 years)

Nordwand Advisors

2022 - 2022 (< 1 year)

Personal

2019 - 2022 (3 years)

Cambridge Associates

2018 - 2018 (< 1 year)

Eldridge Industries

2018 - 2018 (< 1 year)

Personal

2014 - 2018 (4 years)

Boston College

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Connor Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nordwand Advisors

Connor Martin
Boston, MA
Christopher Boyle
Wayne, PA
Daniel Kane
Wayne, PA
Gerald Kane
Wayne, PA
James Martin
Wayne, PA
Theodore Brooks
Wayne, PA
Lisa Dimter
Wayne, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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