Kelly Henning (CRD# 6228401) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Kelly Henning 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# 5973991
Cfs Investment Advisory Services LLC
Score
107
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 4276969
SRI Investing
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modera Wealth Management, LLC | Westwood, MA | Jan 2014 - Current | 3 |
| Modera Wealth Management, LLC | Westwood, NJ | Apr 2011 - Jan 2014 | 2 |
| Modera Wealth Management, LLC | Westwood, NJ | Jun 2009 - Mar 2011 | 1 |
| Lafayette College | Easton, PA | Aug 2008 - May 2009 | < 1 |
| Lafayette College | Easton, PA | Sep 2005 - May 2009 | 3 |
| Modera Wealth Management, Inc. | Old Tappan, NJ | Jan 2009 - Feb 2009 | < 1 |
| Greenbaum And Orecchio | Old Tappan, NJ | Jun 2008 - Aug 2008 | < 1 |
| Lafayette College | Easton, PA | Jan 2007 - May 2007 | < 1 |
| Co-ed Uniform Company | Elmwood, NJ | Jun 2006 - Aug 2006 | < 1 |
- NJ
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Total Assets Under Management1,640MILLIONS
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Total Number of Accounts4,156ACCOUNTS
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Average Account Value$394,647
- 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 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)
CA, CT, DC, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA
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