Chia
Yang
Modera Wealth Management, LLC
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About this Advisor
Chia Yang is a financial advisor based in Charlotte, North Carolina, working with Modera Wealth Management, LLC. Chia has previously held positions at Modera Wealth Management, LLC, Merrill Lynch, Winthrop University, Lewisville High School, and Arras Foundation. Chia has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Chia is part of Modera Wealth Management, LLC, which operates out of Charlotte, North Carolina. 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
Chia Yang Work History
Modera Wealth Management, LLC
Merrill Lynch
Winthrop University
Arras Foundation
Winthrop University
Winthrop University
Winthrop University
Winthrop University
Lewisville High School
Disclosures
Please visit the SEC profile of Chia Yang 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
Boston, MA
Charlotte, NC
Westwood, NJ
Asheville, NC
Boston, MA
Wayne, PA
Westwood, NJ
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