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
Will Benner (CRD# 7325829) is an Investment Advisor Representative working at Modera Wealth Management, LLC in State College, PA and has over 3 years of experience in the finance industry.
Anna Bruder (CRD# 7573992) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry.
Bradley Burk (CRD# 7297090) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 2 years of experience in the finance industry.
Hilary Daniel (CRD# 4969372) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Charlotte, NC and has over 18 years of experience in the finance industry.
Alishia Dubois (CRD# 7491348) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Mclean, VA and has 1 year of experience in the finance industry.
Samer Eshmawy (CRD# 7048045) 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.
Andrea Fitzgerald (CRD# 4936585) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Wayne, PA and has over 4 years of experience in the finance industry.
Thomas Kennedy (CRD# 6527403) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
Lizeth Kishel (CRD# 7628546) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Athanasios Kolefas (CRD# 4201141) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 23 years of experience in the finance industry.