linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mindy Lynn cleaveland Neira

Modera Wealth Management, LLC

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

About Mindy Lynn cleaveland Neira

Mindy Neira is an Investment Advisor Representative registered with Modera Wealth Management, LLC since October 2018. Mindy has worked in the financial industry for over 7 years and holds a Series 66, Series 7 and SIE license. Mindy works out of the Westwood, NJ office. Mindy has a background at Fidelity Brokerage Services LLC where she was registered from November 2011 to August 2018. Mindy has expertise in working with individuals, corporations or other businesses, charitable organizations, and pension and profit sharing plans.

Firm Information

Mindy Neira 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.

Mindy Neira’s Registration & Firm History

NJ

10/24/2018 - Present

Modera Wealth Management, LLC (WESTWOOD NJ)

NY

11/07/2011 - 08/29/2018

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

Not sure if Mindy Lynn cleaveland Neira is right for you?

Licenses & Designations

BOTH

Issued 12/14/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mindy Lynn cleaveland Neira.
Not sure if Mindy Lynn cleaveland Neira is right for you?