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Erica Rohlfing Lyall

Modera Wealth Management, LLC

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About Erica Rohlfing Lyall

Erica Lyall is an investment advisor representative at Modera Wealth Management, LLC, located in Westwood, NJ. Erica has been in the industry for over 20 years and has a proven track record of success. Erica holds Series 7 and 66 licenses and is a Certified Financial Planner. Erica specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Erica Lyall 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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Erica Lyall’s Registration & Firm History

NJ

04/26/2023 - Present

Modera Wealth Management, LLC (WESTWOOD NJ)

NC

03/07/2008 - 08/05/2008

LPL FINANCIAL CORPORATION (WINSTON SALEM NC)

NC

02/05/2007 - 03/10/2008

UVEST FINANCIAL SERVICES GROUP, INC. (WINSTON-SALEM NC)

NC

01/31/2001 - 02/06/2007

BB&T INVESTMENT SERVICES, INC. (WINSTON SALEM NC)

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Licenses & Designations

BOTH

Issued 05/21/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erica Rohlfing Lyall.
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