Unclaimed Profile

Robert David Siefert

MODERA WEALTH MANAGEMENT, LLC·WESTWOOD, New Jersey

Series 65Clean record30 years registeredMODERA WEALTH MANAGEMENT, LLC

56 JEFFERSON AVENUE, WESTWOOD, NJ 07675CRD# 2636652Firm CRD# 155649

Profile Verification

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

Identity

Robert David Siefert · WESTWOOD, NJ

Registration

CRD #2636652 · MODERA WEALTH MANAGEMENT, LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MODERA WEALTH MANAGEMENT, LLC

MODERA WEALTH MANAGEMENT, LLC

Jan 2011 – Jul 2025

BOSTON, MA

BACK BAY FINANCIAL GROUP, INC.

Jan 1996 – Dec 2010

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 1996

Years registered · 30

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 Robert David Siefert offer?

Robert David Siefert specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert David Siefert's credentials?

Robert David Siefert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert David Siefert located?

Robert David Siefert is based in WESTWOOD, New Jersey, last registered with MODERA WEALTH MANAGEMENT, LLC.

How does Robert David Siefert charge for services?

Robert David Siefert'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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