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Athanasios Kolefas is a financial advisor professional located in Westwood, NJ. They specialize in financial advisory.
Athanasios Kolefas - Modera Wealth Management, Llc holds an active professional license (FINRA CRD) for your protection.
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Athanasios Kolefas operates Modera Wealth Management, LLC in Westwood, New Jersey. As a financial advisor, Kolefas works with clients on wealth management matters. The firm holds a FINRA CRD registration, which indicates oversight by the Financial Industry Regulatory Authority. This registration is required for firms and individuals providing investment advisory and brokerage services in the United States.
A FINRA CRD (Central Registration Depository) license indicates that Athanasios Kolefas and his firm are registered with the Financial Industry Regulatory Authority, the primary regulator of investment professionals and brokerage firms in the U.S. This registration means the advisor and firm operate under FINRA's regulatory framework and must comply with industry standards regarding conduct, disclosures, and client protection. FINRA CRD registration is a foundational credential for anyone offering investment advice or executing securities transactions.