Allen Page Giese
Investment adviser representative at Modera Wealth Management, LLC
26 yearsExperience
2 statesRegistered in
ChFC®Designation
$17.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Modera Wealth Management, LLCJun 2026 to now
- Northstar Financial Planners, Inc.May 2000 to Jun 2026
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Modera Wealth Management, LLC
$17.7BAssets managed
6,308Clients
135Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2145424
- Firm CRD
- 155649