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
Daniel Crimmins (CRD# 4632134) is an Investment Advisor Representative working at Crimmins Wealth Management, LLC in Woodcliff Lake, NJ and has over 20 years of experience in the finance industry.
Elizabeth Cunagin (CRD# 3041334) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 25 years of experience in the finance industry.
Sarah Dergarabedian (CRD# 4764331) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 19 years of experience in the finance industry.
Robert Dowling (CRD# 2789330) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 27 years of experience in the finance industry.
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.
Tana Flores (CRD# 6903014) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.
Chad Foster (CRD# 5195729) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 17 years of experience in the finance industry.
Elizabeth Gavin (CRD# 1788803) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 11 years of experience in the finance industry.
Mark Gernerd (CRD# 5534299) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 10 years of experience in the finance industry.
Michael Gibney (CRD# 2263163) is an Investment Advisor Representative working at Modera Wealth Management, LLC in New York, NY and has over 23 years of experience in the finance industry.