Douglas
Bazley
Modera Wealth Management, LLC
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About this Advisor
Douglas Bazley is a financial advisor based in Westwood, New Jersey, working with Modera Wealth Management, LLC. Douglas has previously held positions at Diversified Investment Advisors, Diversified Investors Securities Corp, Parsec Financial Management Inc, Modera Wealth Management, LLC, Prudential Insurance Company Of America, and Prudential Investment Management Services LLC. Douglas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Douglas is part of Modera Wealth Management, LLC, which operates out of Westwood, New Jersey. 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
Douglas Bazley Work History
Modera Wealth Management, LLC
Parsec Financial Managment Inc
Prudential Insurance Company Of America
Prudential Investment Management Services LLC
Diversified Investment Advisors
Diversified Investors Securities Corp
Disclosures
Please visit the SEC profile of Douglas Bazley 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
Boston, MA
Charlotte, NC
Bountiful, UT
Westwood, NJ
Wayne, PA
Boston, MA
Atlanta, GA
Mc Lean, VA
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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