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).
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Total Assets Under Management12,532MILLION
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Total Number of Accounts18,992ACCOUNTS
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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
Elizabeth Brozena (CRD# 6355330) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 8 years of experience in the finance industry.
Michael Bruder (CRD# 4216749) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 23 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 17 years of experience in the finance industry.
Jacob Burleson (CRD# 7034671) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.
Bradford Burlingham (CRD# 4555853) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 13 years of experience in the finance industry.
Brett Caldwell (CRD# 6417819) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Bountiful, UT and has over 9 years of experience in the finance industry.
Feraud Calixte (CRD# 6146010) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has over 11 years of experience in the finance industry.
John Ceparano (CRD# 2582424) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has over 22 years of experience in the finance industry.
Timothy Clark (CRD# 2089775) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 20 years of experience in the finance industry.
Aaron Combs (CRD# 5810738) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 11 years of experience in the finance industry.