Melissa Boyer, financial advisor Charlotte NC

Melissa Boyer

CRD Number: 4270485
Current Firm: Modera Wealth Management, LLC

Melissa Boyer (CRD# 4270485) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 20 years of experience in the finance industry. Melissa Boyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Modera Wealth Management, LLC Westwood, NJ Jan 2020 - Current 1
Keatley Wealth Management, LLC Charlotte, NC Mar 2018 - Dec 2019 1
Lpl Financial, LLC Fort Mill, SC Nov 2016 - Mar 2018 1
Metlife Investors Dist Co Charlotte, NC Feb 2014 - Oct 2016 2
Metropolitan Life Insurance Company Raleigh, NC Jun 2006 - Feb 2014 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Mar 2002
Contact Info for Melissa J. Boyer
Phone Number: (201) 768-4600
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,746
    MILLIONS
  • Total Number of Accounts
    5,711
    ACCOUNTS
  • Average Account Value
    $480,854
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MO, NC, NH, NJ, NY, OR, PA, SC, TX, UT, VA

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