Andrea Fitzgerald
Investment adviser representative at Modera Wealth Management, LLC
17 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
17 years in the industry.
- Modera Wealth Management, LLCJan 2021 to now
- Independence Advisors, LLCJul 2019 to Jan 2021
- Kyffin Grove / Sage Senior LivingJul 2018 to Dec 2020
- Cliftonlarsonallen Wealth AdvisorsDec 2016 to Jul 2019
- Legacy AdvisorsOct 2009 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4936585
- Firm CRD
- 155649