Andrew
Walker
Modera Wealth Management, LLC
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About this Advisor
Andrew Walker is a certified financial planner based out of Boston, Massachusetts with 1 year of relevant experience. Walker works at Modera Wealth Management, LLC. During their career, Walker has held roles at Modera Wealth Management, LLC, Fiduciary Trust Company, State Street Corporation, Yale School Of Medicine, New Bedford Bay Sox and Umass Dartmouth. Walker can serve investors in Massachusetts. Modera Wealth Management, LLC is a financial advisory business headquartered in Westwood, NJ. It has offices in 11 locations and a total of 111 people on staff. It has $7 billion in assets across its 10,050 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 35 charities and foundations. Of its 10,050 accounts, 54% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company provides a wide assortment 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. A financial advisor's fees largely are based on which services the firm provides the client. However, fee types charged by Modera Wealth Management, LLC most likely include some 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
Andrew Walker Work History
Andrew has been registered as a financial advisor for 1 years.*
Modera Wealth Management, LLC
Fiduciary Trust Company
State Street Corporation
Yale School Of Medicine
New Bedford Bay Sox
Umass Dartmouth
*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 Andrew Walker 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
Atlanta, GA
Boston, MA
Charlotte, NC
Boston, MA
Bountiful, UT
Boston, MA
Westwood, NJ
Wayne, PA
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.
