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
Jonie Parks (CRD# 2277525) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 31 years of experience in the finance industry.
Ryan Pope (CRD# 5760988) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.
Mark Rioboli (CRD# 2391185) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 30 years of experience in the finance industry.
Patrick Runyen (CRD# 5268397) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 17 years of experience in the finance industry.
Christina Schappert (CRD# 7071638) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 5 years of experience in the finance industry.
Brian Schiess (CRD# 6050503) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry.
Robert Siefert (CRD# 2636652) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has over 28 years of experience in the finance industry.
Peter Somich (CRD# 6426396) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has over 9 years of experience in the finance industry.
Stephanie Spies (CRD# 6723160) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 5 years of experience in the finance industry.
Victoria Tejeda (CRD# 7100693) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has 1 year of experience in the finance industry.