Kelly Henning, financial advisor Westwood NJ
90 score

Kelly Henning

CRD Number: 6228401
Current Firm: Modera Wealth Management, LLC

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.

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Professional Designations
Company Name Location Dates Years
Modera Wealth Management, LLC Westwood, MA Jan 2014 - Current 4
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

Kelly Henning has no recent exams reported.
Contact Info for Kelly A. Henning
Phone Number: (201) 768-4600
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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