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Robert Spencer Hockett

MODERA WEALTH MANAGEMENT, LLC·WESTWOOD, New Jersey
Unclaimed Profile
56 JEFFERSON AVENUE, WESTWOOD, NJ 07675CRD# 4670605Firm CRD# 155649
01

About

Robert Spencer Hockett is a registered financial advisor based in WESTWOOD, New Jersey, affiliated with MODERA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MODERA WEALTH MANAGEMENT, LLC
MODERA WEALTH MANAGEMENT, LLC
AUM
$12.5B
Regulatory assets under management
Employees
200
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4670605
Firm CRD# 155649
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Spencer Hockett offer?
Robert Spencer Hockett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTWOOD, New Jersey for a consultation.
What are Robert Spencer Hockett's credentials?
Robert Spencer Hockett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Spencer Hockett located?
Robert Spencer Hockett 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 Robert Spencer Hockett charge for services?
Robert Spencer Hockett'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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