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James A Serrano

Modera Wealth Management, LLC

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About James A Serrano

James Serrano is a financial advisor with over 4 years of experience in the financial services industry. James works with individuals, families, and businesses to develop personalized financial plans and investment strategies. James has a strong focus on wealth management, retirement planning, and estate planning. James is a Certified Financial Planner™ and is committed to providing his clients with the highest level of service and expertise. James is affiliated with Modera Wealth Management, LLC and has a strong background in the financial services industry with prior experience at Charles Schwab & Co., Inc. and Butler Weihmuller Katz Craig, LLC.

Firm Information

James Serrano 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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James Serrano’s Registration & Firm History

FL

09/16/2024 - Present

Modera Wealth Management, LLC (INVERNESS FL)

CA

02/01/2019 - 12/07/2020

CHARLES SCHWAB & CO., INC. (Berkeley CA)

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Licenses & Designations

BOTH

Issued 03/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/19/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James A Serrano.
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