Modera Wealth Management, LLC
Modera Wealth Management, LLC (CRD# 155649) is a financial advisory firm headquartered in Westwood, NJ. They manage $6,800,794,762 in 10,050 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management6,801MILLION
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Total Number of Accounts10,050ACCOUNTS
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Average Account Value$676,696
- 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
Peter McKenna (CRD# 1704977) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry.
Dina Megretskaia (CRD# 6641939) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has over 7 years of experience in the finance industry.
Judson Meinhart (CRD# 6484838) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Winston Salem, NC and has over 8 years of experience in the finance industry.
Aaron Mellman (CRD# 6925247) 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.
Jennifer Murray-Johe (CRD# 4867719) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year 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 12 years of experience in the finance industry.
Neal Nolan (CRD# 4797840) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 19 years of experience in the finance industry.
Thomas Orecchio (CRD# 2111250) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 33 years of experience in the finance industry.
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.
Harli Palme (CRD# 5087332) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 18 years of experience in the finance industry.