Patrick Joseph Mcginnis
Investment adviser representative at Nordwand Advisors
11 yearsExperience
1 stateRegistered in
$4BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Nordwand AdvisorsMay 2025 to now
- Fiduciary Trust InternationalMay 2020 to now
- Pennsylvania Trust CompanyMay 2015 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Nordwand Advisors
Legal name: Nordwand Advisors, LLC
$4BAssets managed
67Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2281600
- Firm CRD
- 322936