Christopher
Boyle
Nordwand Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Christopher Boyle is a financial advisor based out of Wayne, Pennsylvania with a total of 1 year of relevant experience. Boyle is an advisor for Nordwand Advisors. Their career trajectory has included roles at Zeke Capital Advisors, LLC, Credit Suisse Securities (Usa) LLC, Morgan Stanley and Nordwand Advisors. Boyle maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Pennsylvania. Nordwand Advisors is a financial advisory company operating out of Wayne, PA. It has offices in two locations and a total of six advisors. It administers $4 billion in total assets across its 78 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 10 charitable organizations. Of its 78 accounts, 57% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice are based on which service is offered. Fee types billed by Nordwand Advisors may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Christopher Boyle Work History
Christopher has been registered as a financial advisor for 1 years.*
Nordwand Advisors
Morgan Stanley
Credit Suisse Securities (Usa) LLC
Zeke Capital Advisors, LLC
*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 Christopher Boyle 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
