Connor
Martin
Nordwand Advisors
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About this Advisor
Connor Martin is a financial advisor working out of Boston, Massachusetts who has 1 year of relevant experience. Martin works at Nordwand Advisors. Throughout their career, Martin has worked at Episcopal Academy, Boston College, Eldridge Industries, Personal, Cambridge Associates and Nordwand Advisors. Martin has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Massachusetts. Nordwand Advisors is a business that has its headquarters in Wayne, PA. The firm has offices in two locations and a total of six advisors. It handles $4 billion in assets under management between its 78 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 10 charitable organizations. Of its 78 customer accounts, 57% are held by high-net-worth clients who have at least $1 million in investable assets. Nordwand Advisors performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically depend on which services the firm provides the client. Fee types charged by Nordwand Advisors most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nordwand Advisors Brokerage Details
$4,146,519,499
6
78
$53,160,506
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Connor Martin Work History
Connor has been registered as a financial advisor for 1 years.*
Nordwand Advisors
Personal
Cambridge Associates
Eldridge Industries
Personal
Boston College
Episcopal Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Wayne, PA
Wayne, PA
Boston, MA
Wayne, PA
Wayne, PA
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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