Morgan Stanley rep goes RIA with $5 billion book of business
Jim Martin left $4 billion worth of client assets behind when he formed Nordwand Capital, but he says it was all part of the plan.
After nearly 40 years in the wirehouse channel, Jim Martin is going independent, taking a $5 billion book of business to the custodial and back-office platforms at Fidelity and Dynasty Financial Partners.
Martin, who spent the past six years at Morgan Stanley, brings with him a four-person team a
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