Stephen
Haney
Modera Wealth Management, LLC
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About this Advisor
Stephen Haney is a chartered financial analyst operating in Wayne, Pennsylvania, who has 2 years of relevant experience. Haney is on the advisory team at Modera Wealth Management, LLC. Haney has gained experience at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Lincoln Financial Advisors, Independence Advisors, LLC and Modera Wealth Management, LLC. Haney holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania and Texas. Modera Wealth Management, LLC is a business operating out of Westwood, NJ. The company has offices in 11 locations and a total of 111 people on staff. It has $7 billion in assets between its 10,050 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 35 charities and foundations. Of its 10,050 customer accounts, 54% are associated with high-net-worth investors who have greater than $1 million in assets. Modera Wealth Management, LLC has a diverse range 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. Fees for financial advisory services usually depend on which services the firm provides the client. However, fees charged by Modera Wealth Management, LLC may 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
Stephen Haney Work History
Stephen has been registered as a financial advisor for 2 years.*
Modera Wealth Management, LLC
Independence Advisors, LLC
Lincoln Financial Advisors
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
*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 Stephen Haney 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
Wayne, PA
Boston, MA
Inverness, FL
Atlanta, GA
Boston, MA
Bountiful, UT
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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