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Christopher Michael Boyle

Nordwand Advisors

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About Christopher Michael Boyle

Christopher Boyle is an Investment Advisor Representative at Nordwand Advisors in Radnor, Pennsylvania. Christopher has been in the financial industry since 2004. He holds a Series 6, 7, 63, and 66 license as well as the SIE. Christopher’s past experience includes roles at MORGAN STANLEY, CREDIT SUISSE SECURITIES (USA) LLC, and VANGUARD MARKETING CORPORATION. He is a specialist in retirement, investments, and financial planning for individuals and families.

Firm Information

Christopher Boyle is currently registered with Nordwand Advisors. Nordwand Advisors is an investment advisor based in RADNOR, PA. The firm manages approximately $3,492,631,540 in regulatory assets. Nordwand Advisors provides financial planning and portfolio management for individuals, high-net-worth individuals, and charitable organizations. They also offer selection of other advisors. The firm has 7 investment adviser representatives and 5 investment advisory functions.
Nordwand Advisors

150 N. RADNOR CHESTER RD

RADNOR, PA 19087

$3.49B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Boyle’s Registration & Firm History

PA

11/14/2022 - Present

Nordwand Advisors (RADNOR PA)

PA

04/04/2016 - 11/29/2022

MORGAN STANLEY (West Conshohocken PA)

PA

05/28/2015 - 05/02/2016

CREDIT SUISSE SECURITIES (USA) LLC (WEST CONSHOHOCKEN PA)

PA

03/10/2004 - 07/16/2007

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 08/13/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2015

Series 7 - General Securities Representative Examination

BC

Issued 03/09/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Michael Boyle.
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