Feraud Calixte (CRD# 6146010) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has over 11 years of experience in the finance industry. Feraud Calixte 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.
CRD# 2882852
Pnc Investments
CRD# 1237620
Raymond James Financial Services Advisors, Inc.
CRD# 3271499
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modera Wealth Management, LLC | Westwood, NJ | May 2023 - Current | < 1 |
| District No. 3 | Burlington, NC | Oct 2021 - May 2023 | 1 |
| Vantage Pointe Planning | Burlington, NC | Feb 2020 - May 2023 | 3 |
| Triad Financial Advisors, Inc. | Greensboro, NC | Jan 2018 - Feb 2020 | 2 |
| Tdameritrade | Cary, NC | Oct 2017 - Jan 2018 | < 1 |
| Pnc Investments | Durham, NC | Jan 2015 - Oct 2017 | 2 |
| Pnc Investments | Pittsburgh, PA | Nov 2013 - Jan 2015 | 1 |
| Pnc Bank | Pittsburgh, PA | Nov 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- FL
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Total Assets Under Management12,532MILLIONS
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Total Number of Accounts18,992ACCOUNTS
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Average Account Value$659,880
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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