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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dowling is an Investment Advisor Representative at Modera Wealth Management, LLC. Robert has been in the financial services industry since 1996. Robert has a Series 7, 24, 63 and 65 license and holds the Certified Financial Planner designation. Modera Wealth Management, LLC is an SEC registered investment advisor. The firm is headquartered in Westwood, New Jersey, and has offices in several other states. The firm manages assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Modera Wealth Management provides a range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
01/03/2011 - Present
Modera Wealth Management, LLC (WESTWOOD NJ)
NY
07/15/2005 - 01/07/2009
GUNNALLEN FINANCIAL, INC (NEW YORK NY)
FL
05/06/1999 - 07/20/2005
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
10/24/1996 - 05/11/1999
JOSEPHTHAL & CO., INC. (NEW YORK NY)
IA
Issued 03/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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