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Financial ADVSR advisor directory · SEC adviser records

Modera Wealth Management, LLC financial advisors in Westwood, NJ

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

The short answer

42 registered advisors work at Modera Wealth Management, LLC in Westwood, out of 125 at the firm nationwide; it ranks number 1 in the city by advisors. 32 list the CFP designation and 0 are also registered broker representatives.

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

Every Modera Wealth Management, LLC advisor →

Modera Wealth Management, LLC advisors in other cities

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

Other firms in Westwood

All Westwood advisors →

Fortis Group Advisors LLC 18Ameriprise Financial Services, LLC 3

Questions

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

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

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

Modera Wealth Management, LLC ranks number 1 in Westwood by registered advisors, ahead of Fortis Group Advisors LLC (18).

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

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.