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
Brian K Schiess
Location
56 Jefferson Avenue, Westwood, NJ, 07675
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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
March 2016 - Present · 9 yrs 11 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Additional Information
Brian earned Bachelor of Science degrees in Finance and Financial Planning from William Paterson University, with a minor in Economics. Before graduating, Brian won first place for written financial plan and quiz bowl in the Financial Planning Association’s 2013 Financial Planning Competition. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the National Association of Personal Financial Advisors (NAPFA).
Contact
Brian K Schiess