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Eric Michael Sneider

Modera Wealth Management, LLC

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About Eric Michael Sneider

Eric Michael Sneider is a financial advisor at Modera Wealth Management, LLC. Eric has been in the industry for over 25 years. He holds the Series 7 and Series 66 licenses and is a Certified Financial Planner™ and a Chartered Financial Analyst®. Eric has experience in a variety of financial planning areas, including retirement planning, college savings, investment management, and estate planning. He is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Eric Sneider 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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Eric Sneider’s Registration & Firm History

NJ

07/03/2024 - Present

Modera Wealth Management, LLC (WESTWOOD NJ)

SC

04/21/1998 - 09/10/2003

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

BOTH

Issued 05/04/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Michael Sneider.
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