Financial ADVSR advisor directory · SEC adviser records
Modera Wealth Management, LLC financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Modera Wealth Management, LLC office in North Carolina, by city and A to Z.
The short answer
33 registered advisors work at Modera Wealth Management, LLC in North Carolina, out of 125 nationwide; it's the firm's number 2 state by advisors, and the most are in Asheville (14). 20 list the CFP designation and 0 are also registered broker representatives.
Modera Wealth Management, LLC advisors by city in North Carolina
Every firm in North Carolina →Modera Wealth Management, LLC advisors in North Carolina, A to Z
Search by name →- Keith R. BlumenstockCharlotte · Certified Financial Planner
- Melissa J. BoyerCharlotte · Certified Financial Planner
- Travis L. BoyerAsheville · Certified Financial Planner, Chartered Financial Analyst
- James M. BrunnerAsheville
- Boone W. ButlerAsheville
- Christian A. Chavez-AlvarezAsheville
- Aaron D. CombsCharlotte · Certified Financial Planner
- Lee T. CoxAsheville · Certified Financial Planner
- Connor M. CrayneCharlotte
- Sarah D. DergarabedianAsheville · Chartered Financial Analyst
- Malinda DornanCharlotte
- Ashley M. GragtmansAsheville · Certified Financial Planner
- Kelly P. GuadagninoCharlotte · Certified Financial Planner
- Gregory D. JamesCharlotte · Certified Financial Planner
- Roger A. James Jr.Asheville
- Jeffrey S. KittrellSouthern Pines · Certified Financial Planner
- Tammy L. LejuneCharlotte
- Mark A. LewisAsheville
- Richard D. ManskeAsheville · Certified Financial Planner
- Marion MarreWinston-Salem
- Judson S. MeinhartWinston-Salem · Certified Financial Planner
- Neal A. NolanAsheville · Certified Financial Planner
- Carter OteyCharlotte · Certified Financial Planner
- Jonie M. ParksCharlotte · Certified Financial Planner
- Isabel M. PereiraAsheville
- Shane D. PouliotCharlotte · Certified Financial Planner, Chartered Financial Analyst
- Christina E. SchappertCharlotte
- Omar E. SmithAsheville
- William E. StadlerWinston-Salem · Certified Financial Planner
- Kristen L. StonehouseWinston-Salem · Certified Financial Planner
- Richard A. WidickAsheville · Certified Financial Planner
- Chia YangCharlotte · Certified Financial Planner
- Erica J. YountCharlotte · Certified Financial Planner, Chartered Financial Analyst
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 44Pennsylvania 15Massachusetts 9Florida 8Georgia 7Virginia 4
Questions
How many Modera Wealth Management, LLC financial advisors are in North Carolina?
33 investment adviser representatives are registered at Modera Wealth Management, LLC offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 125 at the firm nationwide. 20 list the CFP designation and 0 are also registered as broker representatives.
Where in North Carolina does Modera Wealth Management, LLC have the most advisors?
Asheville, with 14, then Charlotte (14). Modera Wealth Management, LLC has advisors in 4 cities in North Carolina.
How do I check a Modera Wealth Management, LLC advisor in North Carolina?
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.