Unclaimed Profile

Thomas Anthony Orecchio

MODERA WEALTH MANAGEMENT, LLC·WESTWOOD, New Jersey

Series 6, Series 7, Series 63, Series 65Clean record24 years registeredMODERA WEALTH MANAGEMENT, LLC

56 JEFFERSON AVENUE, WESTWOOD, NJ 07675CRD# 2111250Firm CRD# 155649

Profile Verification

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

Identity

Thomas Anthony Orecchio · WESTWOOD, NJ

Registration

CRD #2111250 · MODERA WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MODERA WEALTH MANAGEMENT, LLC

Jan 2011 – present

MODERA WEALTH MANAGEMENT

Jun 2002 – Dec 2010

OLD TAPPAN, NJ

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 24, 2002

Years registered · 24

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 Thomas Anthony Orecchio offer?

Thomas Anthony Orecchio specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTWOOD, New Jersey for a consultation.

What are Thomas Anthony Orecchio's credentials?

Thomas Anthony Orecchio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Anthony Orecchio located?

Thomas Anthony Orecchio 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 Thomas Anthony Orecchio charge for services?

Thomas Anthony Orecchio'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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