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
Aaron Mellman (CRD# 6925247) 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.
Mindy Neira (CRD# 5940154) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 10 years of experience in the finance industry. Mindy Neira 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.
Thomas Orecchio (CRD# 2111250) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 31 years of experience in the finance industry. Thomas Orecchio 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.
George Padula (CRD# 1922032) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has 1 year of experience in the finance industry. George Padula 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.
Jonie Parks (CRD# 2277525) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 29 years of experience in the finance industry. Jonie Parks 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.
Ryan Pope (CRD# 5760988) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Atlanta, GA and has over 10 years of experience in the finance industry. Ryan Pope 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.
Mark Rioboli (CRD# 2391185) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 28 years of experience in the finance industry. Mark Rioboli 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 Roberson (CRD# 1228347) 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. Charles Roberson 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.
Patrick Runyen (CRD# 5268397) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 15 years of experience in the finance industry. Patrick Runyen 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.
Brian Schiess (CRD# 6050503) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Brian Schiess 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.