Modera Wealth Management, LLC
Modera Wealth Management, LLC (CRD# 155649) is a financial advisory firm headquartered in Westwood, NJ. They manage $6,950,534,211 in 8,913 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management6,951MILLION
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Total Number of Accounts8,913ACCOUNTS
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Average Account Value$779,820
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OR, PA, SC, TX, UT, VA, WA
Thomas Ausfahl (CRD# 5855446) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Rye, NY and has over 11 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.
Jeanne Bernardin (CRD# 2206758) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has over 12 years of experience in the finance industry. Jeanne Bernardin 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.
Charles Boinske (CRD# 1295580) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 37 years of experience in the finance industry.
Melissa Boyer (CRD# 4270485) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 21 years of experience in the finance industry. Melissa Boyer 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.
Elizabeth Brozena (CRD# 6355330) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 6 years of experience in the finance industry.
Laurie Burkhardt (CRD# 5126996) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has over 15 years of experience in the finance industry. Laurie Burkhardt 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.
Jacob Burleson (CRD# 7034671) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Atlanta, GA and has over 3 years of experience in the finance industry. Jacob Burleson 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.
Brett Caldwell (CRD# 6417819) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Bountiful, UT and has over 7 years of experience in the finance industry. Brett Caldwell 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.
John Ceparano (CRD# 2582424) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has over 20 years of experience in the finance industry. John Ceparano 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.
Timothy Clark (CRD# 2089775) is an Investment Advisor Representative working at Modera Wealth Management, LLC in New Rochelle, NY and has over 18 years of experience in the finance industry.