Brett M Ferrari
Investment adviser representative at Modera Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$17.7BFirm assets
15 yearsFirm in business
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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
10 years in the industry.
- Modera Wealth Management, LLCMar 2026 to now
- Edward JonesApr 2025 to Feb 2026
- UnemployedNov 2024 to Apr 2025
- JP Morgan ChaseNov 2022 to Nov 2024
- LPL Financial LLCOct 2018 to Nov 2022
- Comprehensive Wealth Planners At Dean BankSep 2017 to Nov 2022
- The Patriot Financial GroupNov 2016 to Jun 2018
- Comprehensive Wealth PlannersJul 2016 to Aug 2018
- LPL Financial LLCMar 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 3277151
- Firm CRD
- 155649