Joshua Howard Marans
Investment adviser representative at Modera Wealth Management, LLC
10 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
10 years in the industry.
- Modera Wealth Management, LLCJun 2026 to now
- SabbaticalFeb 2026 to Jun 2026
- PvhOct 2023 to Jan 2026
- SabbaticalJul 2023 to Sep 2023
- The GapAug 2019 to Jun 2023
- Fullbeauty BrandsApr 2018 to Aug 2019
- Dress BarnJan 2017 to Mar 2018
- SabbaticalNov 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8306392
- Firm CRD
- 155649