Financial ADVSR advisor directory · SEC adviser records
Modera Wealth Management, LLC financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Modera Wealth Management, LLC office in Charlotte, A to Z.
The short answer
14 registered advisors work at Modera Wealth Management, LLC in Charlotte, out of 125 at the firm nationwide; it ranks number 49 in the city by advisors. 10 list the CFP designation and 0 are also registered broker representatives.
Modera Wealth Management, LLC advisors in Charlotte, A to Z
Every Modera Wealth Management, LLC advisor →- Keith R. BlumenstockCertified Financial Planner
- Melissa J. BoyerCertified Financial Planner
- Aaron D. CombsCertified Financial Planner
- Connor M. CrayneInvestment adviser rep
- Malinda DornanInvestment adviser rep
- Kelly P. GuadagninoCertified Financial Planner
- Gregory D. JamesCertified Financial Planner
- Tammy L. LejuneInvestment adviser rep
- Carter OteyCertified Financial Planner
- Jonie M. ParksCertified Financial Planner
- Shane D. PouliotCertified Financial Planner, Chartered Financial Analyst
- Christina E. SchappertInvestment adviser rep
- Chia YangCertified Financial Planner
- Erica J. YountCertified Financial Planner, Chartered Financial Analyst
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 48Wayne, 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 Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60
Questions
How many financial advisors does Modera Wealth Management, LLC have in Charlotte?
14 investment adviser representatives are registered at Modera Wealth Management, LLC offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 125 nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.
Is Modera Wealth Management, LLC one of the largest advisor employers in Charlotte?
Modera Wealth Management, LLC ranks number 49 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.
How do I check a Modera Wealth Management, LLC advisor in Charlotte?
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.