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 11 - 20 of 59 top financial advisors.
11
Victoria M. Consoles
CRD#: 7100693
535 Boylston Street, Suite 300, Boston, MA 02116

Victoria Consoles (CRD# 7100693) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has 1 year of experience in the finance industry. Victoria Consoles 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.

12
Savas N. Constantinou
CRD#: 1352107
221 W. Main Street, Suite A, Inverness, FL 34450

Savas Constantinou (CRD# 1352107) 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. Savas Constantinou 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.

13
Robert J. Dowling
CRD#: 2789330
56 Jefferson Avenue, Westwood, NJ 07675

Robert Dowling (CRD# 2789330) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 25 years of experience in the finance industry. Robert Dowling 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.

14
Jennifer S. Faherty
CRD#: 5924934
56 Jefferson Avenue, Westwood, NJ 07675

Jennifer Faherty (CRD# 5924934) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Jennifer Faherty 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.

15
Tana L. Flores
CRD#: 6903014
Glenridge Highlands One, 5555 Glenridge Connector, Suite 150, Atlanta, GA 30342

Tana Flores (CRD# 6903014) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.

16
Elizabeth L. Gavin
CRD#: 1788803
620 Lee Road, Suite 100, Wayne, PA 19087

Elizabeth Gavin (CRD# 1788803) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 9 years of experience in the finance industry.

17
Mark D. Gernerd
CRD#: 5534299
620 Lee Road, Suite 100, Wayne, PA 19087

Mark Gernerd (CRD# 5534299) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 9 years of experience in the finance industry. Mark Gernerd 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.

18
Michael D. Gibney
CRD#: 2263163
56 Jefferson Avenue, Westwood, NJ 07675

Michael Gibney (CRD# 2263163) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 22 years of experience in the finance industry. Michael Gibney 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.

19
Karl H. Graf
CRD#: 1888675
6101 Carnegie Blvd, Suite 220, Charlotte, NC 28209

Karl Graf (CRD# 1888675) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 33 years of experience in the finance industry. Karl Graf 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.

20
Stephen J. Haney
CRD#: 6071839
620 Lee Road, Suite 100, Wayne, PA 19087

Stephen Haney (CRD# 6071839) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 9 years of experience in the finance industry.

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