Unclaimed Profile

Patrick Dennis Runyen

MODERA WEALTH MANAGEMENT, LLC·WESTWOOD, New Jersey

Series 65Clean record19 years registeredMODERA WEALTH MANAGEMENT, LLC

56 JEFFERSON AVENUE, WESTWOOD, NJ 07675CRD# 5268397Firm CRD# 155649

Profile Verification

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

Identity

Patrick Dennis Runyen · WESTWOOD, NJ

Registration

CRD #5268397 · MODERA WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

MODERA WEALTH MANAGEMENT, LLC

Jan 2021 – present

INDEPENDENCE ADVISORS, LLC

Mar 2015 – Jan 2021

WAYNE, PA

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Jan 2007 – Oct 2008

BLUE BELL, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 10, 2007

Years registered · 19

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 Patrick Dennis Runyen offer?

Patrick Dennis Runyen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTWOOD, New Jersey for a consultation.

What are Patrick Dennis Runyen's credentials?

Patrick Dennis Runyen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Dennis Runyen located?

Patrick Dennis Runyen 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 Patrick Dennis Runyen charge for services?

Patrick Dennis Runyen'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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