Julieta Botescu, financial advisor Tryon NC

Julieta Botescu

CRD Number: 5247880
Current Firm: Modera Wealth Management, LLC

Julieta Botescu (CRD# 5247880) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Tryon, NC and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Modera Wealth Management, LLC Westwood, NJ Apr 2023 - Current < 1
Parsec Financial Management Inc. Asheville, NC Apr 2016 - Apr 2023 7
Millard & Company, Inc. Tryon, NC Aug 2010 - Mar 2016 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Julieta Botescu
Phone Number: (201) 768-4600
Registered State(s):
  • NC
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

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