Financial ADVSR advisor directory · SEC adviser records
Modera Wealth Management, LLC financial advisors in Florida
Every SEC-registered investment adviser representative at a Modera Wealth Management, LLC office in Florida, by city and A to Z.
8 registered advisors work at Modera Wealth Management, LLC in Florida, out of 125 nationwide; it's the firm's number 5 state by advisors, and the most are in Inverness (4). 5 list the CFP designation and 0 are also registered broker representatives.
Modera Wealth Management, LLC advisors by city in Florida
Every firm in Florida →Modera Wealth Management, LLC advisors in Florida, A to Z
Search by name →- Alexander L. BedfordInverness
- John J. CeparanoInverness · Certified Financial Planner, Personal Financial Specialist
- Allen P. GiesePlantation · Chartered Financial Consultant
- Gary C. GonzalezPlantation
- Robert S. HockettInverness · Certified Financial Planner
- Lizeth D. KishelPlantation · Certified Financial Planner
- Joseph G. ValerioPlantation · Certified Financial Planner
- Gregory P. WheelerInverness · Certified Financial Planner
Modera Wealth Management, LLC advisors in every state →Modera Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Modera Wealth Management, LLC in other states
New Jersey 50North Carolina 27Pennsylvania 15Massachusetts 9Georgia 7Virginia 3
Questions
How many Modera Wealth Management, LLC financial advisors are in Florida?
8 investment adviser representatives are registered at Modera Wealth Management, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 125 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Modera Wealth Management, LLC have the most advisors?
Inverness, with 4, then Plantation (4). Modera Wealth Management, LLC has advisors in 2 cities in Florida.
How do I check a Modera Wealth Management, LLC advisor in Florida?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Modera Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.