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Caitlin Marie Heery

Modera Wealth Management, LLC

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About Caitlin Marie Heery

Caitlin Marie Heery is a financial advisor with Modera Wealth Management, LLC, based in Wayne, Pennsylvania. Caitlin has been in the industry since May 2018 and holds the Series 66, Series 7, and SIE licenses. Caitlin specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. Caitlin is also a Certified Financial Planner and has experience working with high-net-worth individuals, corporations, and charitable organizations. Caitlin is committed to helping clients achieve their financial goals and providing them with the personalized attention they deserve.

Firm Information

Caitlin Heery 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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Caitlin Heery’s Registration & Firm History

PA

04/19/2023 - Present

Modera Wealth Management, LLC (WAYNE PA)

NY

05/22/2018 - 04/21/2023

RAYMOND JAMES & ASSOCIATES, INC. (WEST NYACK NY)

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Licenses & Designations

BOTH

Issued 11/20/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caitlin Marie Heery.
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