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Michael Pete George

Modera Wealth Management, LLC

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About Michael Pete George

Michael George is a financial advisor with Modera Wealth Management, LLC. Michael is registered with the state of Virginia and Texas. Michael has been in the industry since February 6, 2019. Michael previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael holds the Series 7TO, Series 66, and SIE licenses. Michael is a Certified Financial Planner and has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

Firm Information

Michael George 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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Michael George’s Registration & Firm History

VA

01/20/2023 - Present

Modera Wealth Management, LLC (MCLEAN VA)

MD

02/06/2019 - 10/13/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHESDA MD)

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Licenses & Designations

BOTH

Issued 03/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/06/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/27/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Pete George.
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