Robert Spencer Hockett
Investment adviser representative at Modera Wealth Management, LLC
30 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
30 years in the industry.
- Modera Wealth Management, LLCJan 2026 to now
- Rallan Bros Auto Inc.Jan 2024 to now
- Thepracticeconsultant.com, LLCJan 2024 to now
- Domus Advisors LLCSep 2025 to Nov 2025
- SabbaticalFeb 2023 to Dec 2023
- The Church of Jesus Christ of Latter-day SaintsJan 2021 to Jan 2023
- Modera Wealth Management, LLCJan 2020 to Dec 2020
- Modera Wealth Management, LLCJan 2017 to Dec 2019
- Southern Wealth Management, Inc. D.B.A. Cambridge Wealth CounselJul 1996 to Dec 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4670605
- Firm CRD
- 155649