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).
-
Total Assets Under Management12,532MILLION
-
Total Number of Accounts18,992ACCOUNTS
-
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
Charles Thompson (CRD# 5235674) 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.
Solon Vlasto (CRD# 2205111) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Mclean, VA and has over 32 years of experience in the finance industry.
Nicole Wegman (CRD# 5327155) is an Investment Advisor Representative working at Modera Wealth Management, LLC in New Providence, NJ and has over 15 years of experience in the finance industry.
Christopher White (CRD# 6042071) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
Mark Willoughby (CRD# 4340657) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.
Leslie Young (CRD# 5090886) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 16 years of experience in the finance industry.
Erica Yount (CRD# 6839172) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Michael Ziemer (CRD# 4037606) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 24 years of experience in the finance industry.
Keith Andreasen (CRD# 7815350) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry.
Douglas Bazley (CRD# 4028929) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 24 years of experience in the finance industry.