Eric Michael Sneider

CFA · CFP

Modera Wealth Management, LLC

22 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Modera Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

106 advisors

Number of Clients

6,106 clients

Average Client Portfolio

$2.5M average

Assets Under Management

$15.5B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$10,000

Contact

Eric Michael Sneider

Location

56 Jefferson Avenue, Westwood, NJ, 07675

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Modera Wealth Management, LLC

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Bromfield Sneider Wealth Advisors, INC.

August 2004 - July 2024 · 19 yrs 11 mos

Linsco/private Ledger CORP.

September 2003 - January 2007 · 3 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.