Thomas Ausfahl, financial advisor Westwood NJ

Thomas Ausfahl

CRD Number: 5855446
Current Firm: Modera Wealth Management, LLC

Thomas Ausfahl (CRD# 5855446) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 13 years of experience in the finance industry. Thomas Ausfahl 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.

Similar Advisors
Danna Jacobs, financial advisor Westwood NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Westwood NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Eric Bloom, financial advisor Westwood NJ
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Professional Designations
Company Name Location Dates Years
Modera Wealth Management, LLC Westwood, NJ Jan 2022 - Current 2
Greystone Wealth Advisors LLC Rye Brook, NY Nov 2010 - Dec 2021 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Thomas W. Ausfahl
Phone Number: (201) 768-4600
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    6,801
    MILLIONS
  • Total Number of Accounts
    10,050
    ACCOUNTS
  • Average Account Value
    $676,696
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Thomas Ausfahl and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.