Daniel Patrick Crimmins

Employer firm

Modera Wealth Management, LLC CRD 155649

$17.7B regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 02/2023
  Crimmins Wealth Management, Llc (157992)
  Ramsey, NJ
• 03/2023 → Present
  Modera Wealth Management, Llc
  Westwood, NJ

Previous Registrations

• 2011-07-11 → 2023-04-25
  Crimmins Wealth Management, Llc
  Allendale, NJ
• 2009-09-15 → 2011-06-30
  Edelman Financial Services, Llc
  Fairfax, VA
  Saddle Brook, NJ
• 2003-02-04 → 2009-09-01
  Dpc Wealth Management
  Ramsey, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-10-26
• S65 Uniform Investment Adviser Law Examination
  2002-05-06

Other Names

• Dan Crimmins