Financial ADVSR advisor directory · SEC adviser records
Modera Wealth Management, LLC financial advisors in Pennsylvania
Every SEC-registered investment adviser representative at a Modera Wealth Management, LLC office in Pennsylvania, by city and A to Z.
The short answer
15 registered advisors work at Modera Wealth Management, LLC in Pennsylvania, out of 125 nationwide; it's the firm's number 3 state by advisors, and the most are in Wayne (12). 9 list the CFP designation and 0 are also registered broker representatives.
Modera Wealth Management, LLC advisors by city in Pennsylvania
Every firm in Pennsylvania →Modera Wealth Management, LLC advisors in Pennsylvania, A to Z
Search by name →- Edwin R. Baldrige IIIAllentown · Certified Financial Planner
- Charles P. BoinskeWayne · Certified Financial Planner
- Andrea FitzgeraldWayne
- Elizabeth L. GavinWayne
- Mark D. GernerdWayne · Certified Financial Planner
- Stephen J. HaneyWayne · Chartered Financial Analyst
- Caitlin M. HeeryWayne · Certified Financial Planner
- Michael A. InsognaAllentown · Certified Financial Planner
- John M. LoperWayne · Certified Financial Planner, Chartered Financial Consultant
- Christina Mc CulloughWayne
- William B. McGowanWayne
- Omar P. Parker Jr.Allentown · Certified Financial Planner
- Patrick D. RunyenWayne · Certified Financial Planner, Personal Financial Specialist
- Marley D. SmithWayne
- Kristopher D. ThompsonWayne · 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 27Massachusetts 9Florida 8Georgia 7Virginia 3
Questions
How many Modera Wealth Management, LLC financial advisors are in Pennsylvania?
15 investment adviser representatives are registered at Modera Wealth Management, LLC offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 125 at the firm nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Where in Pennsylvania does Modera Wealth Management, LLC have the most advisors?
Wayne, with 12, then Allentown (3). Modera Wealth Management, LLC has advisors in 2 cities in Pennsylvania.
How do I check a Modera Wealth Management, LLC advisor in Pennsylvania?
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.