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Financial ADVSR advisor directory · SEC adviser records

Modera Wealth Management, LLC financial advisors in Plantation, FL

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

4 registered advisors work at Modera Wealth Management, LLC in Plantation, out of 125 at the firm nationwide; it ranks number 13 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

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

Every Modera Wealth Management, LLC advisor →

Modera Wealth Management, LLC advisors in every city and state →Modera Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Modera Wealth Management, LLC advisors in other cities

Westwood, NJ 48Charlotte, NC 12Wayne, PA 12Asheville, NC 11Boston, MA 9Atlanta, GA 7Inverness, FL 4Allentown, PA 3McLean, VA 3Winston-Salem, NC 3New Providence, NJ 2Annapolis, MD 1Bountiful, UT 1Fenton, MI 1New York, NY 1

Other firms in Plantation

All Plantation advisors →

Morgan Stanley 45Merrill Lynch, Pierce, Fenner & Smith Incorporated 17MML Investors Services, LLC 13Ameriprise Financial Services, LLC 8Mg&A Wealth 8Charles Schwab & Co., Inc. 7Edward Jones 7Tobias Financial Advisors 7State Farm Investment Management Corp. 6J.P. Morgan Securities LLC 5Cambridge Investment Research Advisors, Inc. 4LPL Financial LLC 4

Questions

How many financial advisors does Modera Wealth Management, LLC have in Plantation?

4 investment adviser representatives are registered at Modera Wealth Management, LLC offices in Plantation, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 125 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Modera Wealth Management, LLC one of the largest advisor employers in Plantation?

Modera Wealth Management, LLC ranks number 13 in Plantation by registered advisors; Morgan Stanley has the most, with 45.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.