Unclaimed Profile

Kelly Ann Henning

MODERA WEALTH MANAGEMENT, LLC·WESTWOOD, New Jersey

Clean record12 years registeredMODERA WEALTH MANAGEMENT, LLC

56 JEFFERSON AVENUE, WESTWOOD, NJ 07675CRD# 6228401Firm CRD# 155649

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly Ann Henning · WESTWOOD, NJ

Registration

CRD #6228401 · MODERA WEALTH MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

MODERA WEALTH MANAGEMENT, LLC

Sep 2013 – present

Registrations & Exams

Registration record

First registered · September 26, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MODERA WEALTH MANAGEMENT, LLC

CRD 155649 · SEC 801-71973

AUM

$12.5B

Regulatory assets under management

Employees

200

18,992 client accounts

Services offered by MODERA WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MODERA WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kelly Ann Henning offer?

Kelly Ann Henning specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTWOOD, New Jersey for a consultation.

What are Kelly Ann Henning's credentials?

Kelly Ann Henning is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Ann Henning located?

Kelly Ann Henning is based in WESTWOOD, New Jersey, working with MODERA WEALTH MANAGEMENT, LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.

How does Kelly Ann Henning charge for services?

Kelly Ann Henning's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MODERA WEALTH MANAGEMENT, LLC?

MODERA WEALTH MANAGEMENT, LLC has approximately 200 employees and manages $12.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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