Erica
Lyall
Modera Wealth Management, LLC
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About this Advisor
Erica Lyall is a financial advisor based in Westwood, New Jersey, working with Modera Wealth Management, LLC. Erica has previously held positions at Wells Fargo, Wake Forest Baptist Medical Center, Strategic Blueprint, LLC, Avid Wealth Management, LLC, Parsec Financial Management Inc, and Modera Wealth Management, LLC. Erica has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Erica 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
Erica Lyall Work History
Modera Wealth Management, LLC
Modera Wealth Management, LLC
Parsec Financial Management Inc
Strategic Blueprint, LLC
Avid Wealth Management, LLC
Wake Forest Baptist Medical Center
Wells Fargo
Disclosures
Please visit the SEC profile of Erica Lyall 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
Mc Lean, VA
Boston, MA
Wayne, PA
Westwood, NJ
Asheville, NC
Charlotte, NC
Charlotte, NC
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