Joseph Nole
Investment adviser representative at Modera Wealth Management, LLC
11 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
11 years in the industry.
- Modera Wealth Management, LLCJun 2025 to now
- Corient Services LLCJul 2023 to Jun 2025
- CorientApr 2023 to Jun 2025
- Cipw Service Company, LLCApr 2023 to Jul 2023
- Gariano Wealth ManagementJan 2022 to Apr 2023
- TD BankAug 2021 to Dec 2021
- Valley National BankJun 2021 to Aug 2021
- TD BankFeb 2021 to Jun 2021
- TargetMar 2020 to Feb 2021
- William Paterson UniversitySep 2019 to May 2023
- Home DepotMar 2019 to Feb 2020
- Bob Trotta Medical Billing CenterJun 2018 to May 2019
- Passaic County Technical InstituteSep 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7728674
- Firm CRD
- 155649