Aaron
Mellman
Modera Wealth Management, LLC
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About this Advisor
Aaron Mellman is a financial advisor based in Atlanta, Georgia with 3 years of relevant experience. Mellman works at Modera Wealth Management, LLC. The advisor has gained experience at Suntrust, Wells Fargo, Indigo Payments, Axa Advisors LLC, Macy'S, Ameriprise Financial Services, Inc and Modera Wealth Management, LLC. Mellman has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Georgia. Modera Wealth Management, LLC is a registered investment firm operating out of Westwood, NJ. The investment advisory business has offices in 11 locations and a total of 111 people on staff. It handles $7 billion in assets between its 10,050 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 35 charitable organizations. Of its 10,050 customer accounts, 54% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Modera Wealth Management, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management are based on which services the firm provides the client. Fee types billed by Modera Wealth Management, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Modera Wealth Management, LLC Brokerage Details
$6,800,794,762
111
10,050
$676,696
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
Aaron Mellman Work History
Aaron has been registered as a financial advisor for 3 years.*
Modera Wealth Management, LLC
Axa Advisors LLC
Macy'S
Ameriprise Financial Services, Inc
Wells Fargo
Indigo Payments
Suntrust
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Mellman 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
Bountiful, UT
Boston, MA
Charlotte, NC
Atlanta, GA
Wayne, PA
Boston, MA
Inverness, FL
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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