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).

By the Numbers
  • Total Assets Under Management
    6,801
    MILLION
  • Total Number of Accounts
    10,050
    ACCOUNTS
  • Average Account Value
    $676,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Modera Wealth Management, LLC
Showing 51 - 60 of 98 top financial advisors.
51
Peter J. McKenna
CRD#: 1704977
56 Jefferson Avenue, Westwood, NJ 07675

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.

52
Dina Megretskaia
CRD#: 6641939
535 Boylston Street, Suite 300, Boston, MA 02116

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.

53
Judson S. Meinhart
CRD#: 6484838
Century Plaza Building, 100 North Cherry Street, Suite 505, Winston Salem, NC 27101

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.

54
Aaron M. Mellman
CRD#: 6925247
Glenridge Highlands One, 5555 Glenridge Connector, Suite 150, Atlanta, GA 30342

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.

55
Jennifer M. Murray-Johe
CRD#: 4867719
56 Jefferson Avenue, Westwood, NJ 07675

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.

56
Mindy L. Neira
CRD#: 5940154
56 Jefferson Avenue, Westwood, NJ 07675

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.

57
Neal A. Nolan
CRD#: 4797840
56 Jefferson Avenue, Westwood, NJ 07675

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.

58
Thomas A. Orecchio
CRD#: 2111250
56 Jefferson Avenue, Westwood, NJ 07675

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.

59
George T. Padula
CRD#: 1922032
535 Boylston Street, Suite 300, Boston, MA 02116

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.

60
Harli L. Palme
CRD#: 5087332
56 Jefferson Avenue, Westwood, NJ 07675

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.

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