James
Serrano
Modera Wealth Management, LLC
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About this Advisor
James Serrano is a financial advisor based in Atlanta, Georgia, working with Modera Wealth Management, LLC. James has previously held positions at Charles Schwab & Co., Inc, Indiana University Recreational Sports, Butler Weihmuller Katz Craig, LLC, Pinot'S Palette, Student, Charles Schwab Bank, Butler Wiehmuller Katz Craig Llp, Georgia Institute Of Technology, Crestview Partners, An Exceptional Life Financial, LLC, and Modera Wealth Management, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, James is part of Modera Wealth Management, LLC, which operates out of Atlanta, Georgia. 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
Services Offered
Fee Structure
Office Location
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Modera Wealth Management, LLC Brokerage Details
$12,532,443,204
200
18,992
$659,880
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
James Serrano Work History
Modera Wealth Management, LLC
Crestview Partners
An Exceptional Life Financial, LLC
Butler Wiehmuller Katz Craig Llp
Georgia Institute Of Technology
Charles Schwab Bank
Charles Schwab & Co., Inc
Butler Weihmuller Katz Craig, LLC
Butler Weihmuller Katz Craig, LLC
Pinot'S Palette
Butler Weihmuller Katz Craig, LLC
Pinot'S Palette
Pinot'S Palette
Indiana University Recreational Sports
Butler Weihmuller Katz Craig, LLC
Butler Weihmuller Katz Craig, LLC
Student
Disclosures
Please visit the SEC profile of James Serrano 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
Westwood, NJ
Asheville, NC
Boston, MA
Wayne, PA
Westwood, NJ
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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