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Financial ADVSR advisor directory · SEC adviser records

Modera Wealth Management, LLC financial advisors in Georgia

Every SEC-registered investment adviser representative at a Modera Wealth Management, LLC office in Georgia, by city and A to Z.

7 registered advisors work at Modera Wealth Management, LLC in Georgia, out of 125 nationwide; it's the firm's number 6 state by advisors, and the most are in Atlanta (7). 5 list the CFP designation and 0 are also registered broker representatives.

Modera Wealth Management, LLC advisors by city in Georgia

Every firm in Georgia →

Atlanta 7

Modera Wealth Management, LLC advisors in Georgia, A to Z

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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 9Florida 8Virginia 3

Questions

How many Modera Wealth Management, LLC financial advisors are in Georgia?

7 investment adviser representatives are registered at Modera Wealth Management, LLC offices in Georgia, 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 Georgia does Modera Wealth Management, LLC have the most advisors?

Atlanta, with 7. Modera Wealth Management, LLC has advisors in 1 city in Georgia.

How do I check a Modera Wealth Management, LLC advisor in Georgia?

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.