Daniel J Humphrey
Investment adviser representative at Modera Wealth Management, LLC
11 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
11 years in the industry.
- Modera Wealth Management, LLCAug 2025 to now
- Hightower AdvisorsJan 2023 to Aug 2025
- EquitableApr 2022 to Jan 2024
- Equitable Advisors, LLCApr 2022 to Jan 2024
- Madison TrustApr 2021 to Apr 2022
- Equitable Advisors, LLCAug 2020 to Mar 2021
- UnemployedMay 2020 to Aug 2020
- UberDec 2019 to Jan 2020
- Greystone Investment FundSep 2019 to Dec 2019
- Capital Management Group of New YorkDec 2018 to Aug 2019
- Marist PollSep 2017 to Dec 2018
- Marist CollegeAug 2016 to May 2020
- Bowline Point ParkJun 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7285064
- Firm CRD
- 155649