Modera Wealth Management, LLC
Modera Wealth Management, LLC (CRD# 155649) is a financial advisory firm headquartered in Westwood, NJ. They manage $12,532,443,204 in 18,992 accounts and serve the financial needs of clients across 39 states (or territories).
-
Total Assets Under Management12,532MILLION
-
Total Number of Accounts18,992ACCOUNTS
-
Average Account Value$659,880
- 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, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
Marion Marre (CRD# 5248898) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Winston Salem, NC and has 1 year of experience in the finance industry.
William McGowan (CRD# 7634917) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has 1 year of experience in the finance industry.
Meredith Otterbein (CRD# 5631847) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry.
Kelly Porter (CRD# 7694900) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
Shane Pouliot (CRD# 6817343) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Jun Bo Shim (CRD# 7287032) is an Investment Advisor Representative working at Modera Wealth Management, LLC in New Providence, NJ and has over 3 years of experience in the finance industry.
Bowman Thayer (CRD# 7541407) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has over 2 years of experience in the finance industry.
Marley Turbett (CRD# 7877892) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has 1 year of experience in the finance industry.
Andrew Walker (CRD# 7594261) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
Gregory Wheeler (CRD# 7558720) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has 1 year of experience in the finance industry.