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
Barry Kaplan (CRD# 5155847) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Karen Keatley (CRD# 1693540) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Jeffrey Kittrell (CRD# 1431757) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Southern Pines, NC and has over 6 years of experience in the finance industry.
Timothy Koehl (CRD# 2498031) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Mclean, VA and has over 29 years of experience in the finance industry.
Adam Leone (CRD# 5653720) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry.
Mark Lewis (CRD# 5429645) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 14 years of experience in the finance industry.
Suzanne Malik (CRD# 6888193) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 6 years of experience in the finance industry.
Richard Manske (CRD# 2372960) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 30 years of experience in the finance industry.
Jenny Martella (CRD# 6149638) 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.
Christina Mc Cullough (CRD# 4425973) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 22 years of experience in the finance industry.