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).

By the Numbers
  • Total Assets Under Management
    6,951
    MILLION
  • Total Number of Accounts
    8,913
    ACCOUNTS
  • Average Account Value
    $779,820
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Modera Wealth Management, LLC
Showing 1 - 10 of 59 top financial advisors.
1
Thomas W. Ausfahl
CRD#: 5855446
Rye, NY

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.

2
Jeanne F. Bernardin
CRD#: 2206758
535 Boylston Street, Suite 300, Boston, MA 02116

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.

3
Charles P. Boinske
CRD#: 1295580
56 Jefferson Avenue, Westwood, NJ 07675

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.

4
Melissa J. Boyer
CRD#: 4270485
6101 Carnegie Blvd, Suite 220, Charlotte, NC 28209

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.

5
Elizabeth S. Brozena
CRD#: 6355330
56 Jefferson Avenue, Westwood, NJ 07675

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.

6
Laurie K. Burkhardt
CRD#: 5126996
535 Boylston Street, Suite 300, Boston, MA 02116

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.

7
Jacob E. Burleson
CRD#: 7034671
Glenridge Highlands One, 5555 Glenridge Connector Suite 150, Atlanta, GA 30342

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.

8
Brett V. Caldwell
CRD#: 6417819
Bountiful, UT

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.

9
John J. Ceparano
CRD#: 2582424
221 W. Main St., Suite A, Inverness, FL 34450

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.

10
Timothy R. Clark
CRD#: 2089775
New Rochelle, NY

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.

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