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Financial ADVSR advisor directory · SEC adviser records

Modera Wealth Management, LLC financial advisors in Wayne, PA

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

12 registered advisors work at Modera Wealth Management, LLC in Wayne, out of 125 at the firm nationwide; it ranks number 11 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.

Modera Wealth Management, LLC advisors in Wayne, 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 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 Wayne

All Wayne advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 60Hartford Funds 28Principal Securities, Inc. 18Alden Investment Group 17Charles Schwab & Co., Inc. 17Corient 17Kathmere Capital Management, LLC 17Retirement And Wealth At Alliant, LLC 17Wells Fargo Clearing Services, LLC 17Alden Capital 12Eagle Strategies LLC 9Gwn Securities Inc. 8

Questions

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

12 investment adviser representatives are registered at Modera Wealth Management, LLC offices in Wayne, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 125 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.

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

Modera Wealth Management, LLC ranks number 11 in Wayne by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 60.

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

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.