Michaela Hope Stclair
Investment adviser representative at Modera Wealth Management, LLC
15 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
15 years in the industry.
- Modera Wealth Management, LLCSep 2025 to now
- Pitcairn Trust Co.Apr 2025 to Sep 2025
- Pitcairn Wealth AdvisorsApr 2025 to Sep 2025
- Robert W. Bard & Co IncorporatedMar 2023 to Apr 2025
- UBS Financial ServicesJul 2022 to Mar 2023
- University of PittsburghAug 2018 to May 2022
- West Chester Area School DistrictAug 2010 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7542366
- Firm CRD
- 155649