John
Ceparano

Modera Wealth Management, LLC

CRD#2582424
Investment Advisor
in Inverness, FL

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About this Advisor

John Ceparano is a financial advisor based in Inverness, Florida, working with Modera Wealth Management, LLC. John has previously held positions at Business Blocks, Inc, Joseph & Company, Cpa'S, Inc, Modera Wealth Management, LLC, and Modera Advisors Of Crystal River, LLC. John has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, John is part of Modera Wealth Management, LLC, which operates out of Inverness, Florida. The firm has 20 offices and 200 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Modera Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

221 W. Main St. Suite A
Inverness, FL 34450

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Modera Wealth Management, LLC Brokerage Details

Total Assets Under Management

$12,532,443,204

FL Average: $10,121,009,343
Total Number of Employees

200

FL Average: 92
Total Number of Accounts

18,992

FL Average: 6,978
Average Account Size

$659,880

FL Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Ceparano Work History

2014 - Present (10 years)

Modera Wealth Management, LLC

2014 - 2015 (1 year)

Modera Advisors Of Crystal River, LLC

2000 - 2015 (15 years)

Joseph & Company, Cpa'S, Inc

1993 - 2019 (26 years)

Business Blocks, Inc

Disclosures

Please visit the SEC profile of John Ceparano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Modera Wealth Management, LLC

Chia Yang
Charlotte, NC
Ashley Gragtmans
Asheville, NC
James Serrano
Atlanta, GA
William Mcgowan
Wayne, PA
Shane Pouliot
Charlotte, NC
Melissa Boyer
Charlotte, NC
Marion Marre
Winston Salem, NC
Chad Foster
Asheville, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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