Michael Joseph Starkel
Investment adviser representative at Modera Wealth Management, LLC
9 yearsExperience
1 stateRegistered in
CFADesignation
$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
9 years in the industry.
- Modera Wealth Management, LLCMay 2025 to now
- Mercer Global Advisors Inc.Feb 2025 to May 2025
- Modera Wealth Management, LLCApr 2023 to Jan 2025
- Parsec Financial Management, IncNov 2020 to Apr 2023
- Edward JonesMar 2020 to Aug 2020
- West Bloomfield Fire DepartmentJul 2016 to Mar 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7235859
- Firm CRD
- 155649