Peter
Somich
Modera Wealth Management, LLC
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About this Advisor
Peter Somich is a financial advisor based in Boston, Massachusetts, working with Modera Wealth Management, LLC. Peter has previously held a position at Modera Wealth Management, LLC. Peter has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Peter is part of Modera Wealth Management, LLC, which operates out of Boston, Massachusetts. 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
Peter Somich Work History
Modera Wealth Management, LLC
Modera Wealth Management, LLC
Disclosures
Please visit the SEC profile of Peter Somich 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
Westwood, NJ
Charlotte, NC
Westwood, NJ
Boston, MA
Charlotte, NC
Boston, MA
Asheville, NC
Winston Salem, NC
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