Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
6,106 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$15.5B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
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Contact
Michael David Gibney
Location
19 West 44th Street, Suite 1100, New York City, NY, 10036
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Regulatory History
Clean regulatory record
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
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Highland Financial Advisors, LLC
April 2006 - May 2016 · 10 yrs 1 mo
Raymond James Financial Services
July 2003 - May 2005 · 1 yr 10 mos
State Registrations3 states
NJNYTX
Advisor
Exams
No exam information available for this advisor.
Additional Information
He is an active leader in his community and currently serves in a leadership role for the National Association of Personal Financial Advisors (NAPFA). He served as the Governance Chair for the NJ Metro Multiple Sclerosis Society Board of Trustees and remains an active member today. He served as 2010 Chairman of the New Jersey Financial Planning Association and 2011-2013 Chairman of the Board of Trustees for the NJ Metro Multiple Sclerosis Society.
Contact
Michael David Gibney