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Connor Drew Martin

Nordwand Advisors

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About Connor Drew Martin

Connor Martin is an Investment Advisor Representative with Nordwand Advisors. Connor is currently registered in Massachusetts. Connor has been in the industry since 2014 and is also a registered Investment Advisor Representative in Pennsylvania. Connor received the Series 65 license on October 24, 2022.

Firm Information

Connor Martin 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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Connor Martin’s Registration & Firm History

PA

11/22/2022 - Present

Nordwand Advisors (RADNOR PA)

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Licenses & Designations

IA

Issued 10/24/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Connor Drew Martin.
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