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Bradley Nelson Burk

Modera Wealth Management, LLC

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About Bradley Nelson Burk

Bradley Nelson Burk is an investment advisor representative at Modera Wealth Management, LLC, a registered investment advisor based in Westwood, NJ. Bradley has been in the financial industry since 2015, previously working at various firms including Parsec Financial Management Inc, First Citizens Bank & Trust Company, and Campbell University. Bradley is a Certified Financial Planner and holds the Series 65 license, which enables Bradley to provide investment advice to individuals and businesses. The firm provides financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals, and specializes in providing services to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Bradley Burk is currently registered with Modera Wealth Management, LLC. Modera Wealth Management, LLC is a fee-only registered investment advisor (RIA) headquartered in Westwood, New Jersey. The firm manages over $12 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and individuals other than high-net-worth. Modera offers a range of advisory services, including financial planning, portfolio management, and pension consulting. They are committed to providing their clients with personalized and objective advice.
Modera Wealth Management, LLC

56 JEFFERSON AVENUE

WESTWOOD, NJ 07675

$12.53B

Assets Under Management

70

Total Clients

104

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Burk’s Registration & Firm History

NC

11/08/2024 - Present

Modera Wealth Management, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 10/11/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Nelson Burk.
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