linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark David Gernerd

Modera Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark David Gernerd

Mark Gernerd is a financial advisor with Modera Wealth Management, LLC. Mark has been in the financial industry for over 10 years. Mark holds the Series 63, Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Mark has experience working with high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Mark's previous experience includes working with The Vanguard Group, Inc., Morgan Stanley and Fortis Wealth.

Firm Information

Mark Gernerd 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Gernerd’s Registration & Firm History

PA

10/26/2023 - Present

Modera Wealth Management, LLC (WAYNE PA)

PA

05/23/2018 - 05/11/2022

VANGUARD MARKETING CORPORATION (MALVERN PA)

PA

04/25/2013 - 06/29/2015

MORGAN STANLEY (WEST CONSHOHOCKEN PA)

Not sure if Mark David Gernerd is right for you?

Licenses & Designations

BC

Issued 06/08/2018

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 05/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark David Gernerd.
Not sure if Mark David Gernerd is right for you?