Richard Andrew Widick
Investment adviser representative at Modera Wealth Management, LLC
10 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
10 years in the industry.
- Modera Wealth Management, LLCApr 2025 to now
- Cps Investment AdvisorsJul 2022 to Apr 2025
- Florida Southern CollegeAug 2020 to Dec 2021
- Cultivate Wealth ManagementAug 2020 to Jan 2021
- LPL Financial LLCJul 2020 to Jul 2022
- UnemployedJun 2020 to Aug 2020
- Gmf Steel GroupJan 2019 to Jun 2020
- Florida Southern CollegeAug 2018 to Jan 2019
- Gmf Steel GroupApr 2018 to Aug 2018
- Florida Southern CollegeAug 2017 to Apr 2018
- Harley DavidsonApr 2017 to Aug 2017
- Florida Southern CollegeAug 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7279804
- Firm CRD
- 155649