Areas of Practice
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Firm Size
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Average Client Portfolio
Assets Under Management
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Contact
Peter James Mckenna
Location
56 Jefferson Avenue, Westwood, NJ, 07675
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Highland Financial Advisors, LLC
State Registrations2 states
Exams
Additional Information
He earned a Master of Business Administration degree with a concentration in Finance from Baruch College of The City University of New York, a Bachelor of Science degree in Public Accounting from the State University of New York, College at Oswego, and a Certificate in Financial Planning from the New York University School of Continuing and Professional Studies. As a Certified Financial PlannerTM professional, Pete has been quoted in local and national media in the areas of personal finance and education planning. His media credits include CNBC digital, the Newark Star-Ledger and NJ MoneyHelp.com.