Michael Modica, financial advisor Williamstown NJ
90 score

Michael Modica

CRD Number: 6186360
Current Firm: Pine Valley Investments

Michael Modica (CRD# 6186360) is an Investment Advisor Representative working at Pine Valley Investments in Williamstown, NJ and has over 4 years of experience in the finance industry.

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Dedicated Investment Advisers LLC
Company Name Location Dates Years
Pine Valley Investments Williamstown, NJ Jul 2015 - Current 2
Michael Modica Turnersville, NJ Jun 2012 - Current 5
Foresters Equity Services San Diego, CA Aug 2014 - Jul 2015 < 1
Midamerica Financial Services, Inc. Joplin, MO Jun 2013 - Aug 2014 1
Carini Associates Turnersville, NJ Sep 2012 - Jul 2013 < 1
Virginia Gateway Center Gainesville, VA Jan 2012 - Aug 2012 < 1
George Mason University Fairfax, VA Jun 2011 - May 2012 < 1
Houston Astros Houston, TX Mar 2009 - Mar 2011 2
Michael Modica Sewell, NJ May 2005 - Jun 2009 4
George Mason University Fairfax, VA Aug 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Michael R. Modica
Phone Number: 856-334-8260
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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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