Marion Marre
Investment adviser representative at Modera Wealth Management, LLC
12 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
12 years in the industry.
- Modera Wealth Management, LLCApr 2023 to now
- Parsec Financial ManagementMar 2022 to Apr 2023
- Hege Financial GroupAug 2018 to Mar 2022
- EtsyFeb 2017 to Aug 2018
- Semmax FinancialOct 2014 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 5248898
- Firm CRD
- 155649