James
Martin
Nordwand Advisors
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About this Advisor
James Martin is a financial advisor based in Wayne, Pennsylvania, working with Nordwand Advisors. James has previously held positions at Credit Suisse Securities (USA) LLC, Morgan Stanley, Nordwand Advisors, Morgan Stanley Private Bank, N.A, and Nordwand Investments. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and Pennsylvania. Currently, James is part of Nordwand Advisors, which operates out of Wayne, Pennsylvania. 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
Services Offered
Fee Structure
Office Location
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Nordwand Advisors Brokerage Details
$3,492,631,540
7
109
$32,042,491
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Martin Work History
Nordwand Investments
Nordwand Advisors
Morgan Stanley
Morgan Stanley Private Bank, N.A
Credit Suisse Securities (Usa) LLC
Disclosures
Please visit the SEC profile of James 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
Boston, MA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
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