Ryan
Pope
Modera Wealth Management, LLC
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About this Advisor
Ryan Pope is a certified financial planner who works in Atlanta, Georgia with a total of 6 years of relevant experience. Pope is currently employed by Modera Wealth Management, LLC. Pope has gained experience at Harmon Financial Advisors, Inc, Raymond James Financial Services Advisors Inc, Rental Real Estate and Modera Wealth Management, LLC. Pope holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia and Texas. Modera Wealth Management, LLC is a firm that has its headquarters in Westwood, NJ. The company has offices in 11 locations and a total of 111 advisors. It oversees $7 billion in total assets across its 10,050 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 35 charities and foundations. Of its 10,050 customer accounts, 54% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which service is provided. However, fee types charged by Modera Wealth Management, LLC may include some blend 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
Ryan Pope Work History
Ryan has been registered as a financial advisor for 6 years.*
Modera Wealth Management, LLC
Rental Real Estate
Raymond James Financial Services Advisors Inc
Harmon Financial Advisors, Inc
*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 Ryan Pope 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
Wayne, PA
Atlanta, GA
Inverness, FL
Bountiful, UT
Boston, MA
Westwood, NJ
Boston, MA
Charlotte, NC
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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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.
