MODERA WEALTH MANAGEMENT, LLC

WESTWOOD, New Jersey·23 registered advisors·CRD# 155649
SEC# 801-7197326(201) 768-4600
01

Firm Overview

AUM
$12.5B
Regulatory assets under management
Employees
200
Total firm employees
Advisors
23
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MODERA WEALTH MANAGEMENT, LLC

23 registered advisors
Adam Joseph Leone
WESTWOOD, New Jersey
Charles Philip Boinske
WESTWOOD, New Jersey
Ethan Jay Wang
WESTWOOD, New Jersey
George Thomas Padula
WESTWOOD, New Jersey
Gordon Joel Bernhardt
WESTWOOD, New Jersey
Harli Lynn Palme
WESTWOOD, New Jersey
John Henry Leblanc
BOSTON, Massachusetts
John Joseph Ceparano
WESTWOOD, New Jersey
Joseph Edward Mccuine
WESTWOOD, New Jersey
Karen R. Keatley
WESTWOOD, New Jersey
Kelly Ann Henning
WESTWOOD, New Jersey
Kevin Patrick Sweeney
WESTWOOD, New Jersey
Mark Anthony Rioboli
WESTWOOD, New Jersey
Mark Anthony Willoughby
WESTWOOD, New Jersey
Miles Douglas Doherty
WESTWOOD, New Jersey
Patrick Dennis Runyen
WESTWOOD, New Jersey
Regan Darby Fad
WESTWOOD, New Jersey
Richard Dale Manske
WESTWOOD, New Jersey
Robert David Siefert
WESTWOOD, New Jersey
Robert Spencer Hockett
WESTWOOD, New Jersey
Theresa Apruzzese Days
WESTWOOD, New Jersey
Thomas Anthony Orecchio
WESTWOOD, New Jersey
Timothy Roger Clark
WESTWOOD, New Jersey
05

Office Locations

WESTWOOD, New Jersey
22 advisors
BOSTON, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. MODERA WEALTH MANAGEMENT, LLC (CRD# 155649) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.