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Financial ADVSR advisor directory · SEC adviser records

Modera Wealth Management, LLC financial advisors in New Jersey

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

The short answer

50 registered advisors work at Modera Wealth Management, LLC in New Jersey, out of 125 nationwide; it's the firm's number 1 state by advisors, and the most are in Westwood (48). 32 list the CFP designation and 0 are also registered broker representatives.

Modera Wealth Management, LLC advisors by city in New Jersey

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Westwood 48New Providence 2

Modera Wealth Management, LLC advisors in New Jersey, A to Z

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Modera Wealth Management, LLC in other states

North Carolina 27Pennsylvania 15Massachusetts 9Florida 8Georgia 7Virginia 3

Questions

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

50 investment adviser representatives are registered at Modera Wealth Management, LLC offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 125 at the firm nationwide. 32 list the CFP designation and 0 are also registered as broker representatives.

Where in New Jersey does Modera Wealth Management, LLC have the most advisors?

Westwood, with 48, then New Providence (2). Modera Wealth Management, LLC has advisors in 2 cities in New Jersey.

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

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.