William Joseph Hufnell

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

• 12/2011 → 11/2024
  Annapolis Financial Services, Llc/Bay Point Wealth
  Annapolis, MD
• 11/2024 → Present
  Modera Wealth Management, Llc
  Westwood, NJ

Previous Registrations

• 2016-06-09 → 2024-11-21
  Bay Point Wealth
  Annapolis, MD
  Baltimore, MD
  Stevensville,, MD

Other Businesses

(1.) NAME OF OBA: ANNE ARUNDEL ESTATE PLANNING COUNCIL; ADDRESS OF OBA: ANNAPOLIS, MD; NATURE: PROFESSIONAL ASSOCIATE; INVESTMENT RELATED: NO; TITLE WITH OBA: PROGRAMS CHAIR; DUTIES: SOURCE SPEAKERS FOR QUARTERLY EDUCATION EVENTS; START DATE: 01/01/2023; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: NEIGBORHOOD ASSOCIATION OF RIDGELY'S DELIGHT; ADDRESS OF OBA: BALTIMORE, MD; NATURE: NON-PROFIT NEIGHBORHOOD ASSOCIATION; INVESTMENT RELATED: NO; TITLE WITH OBA: TREASURER; DUTIES: BUDGET, REIMBURSEMENT FOR NEIGHBORHOOD ACTIVITIES; START DATE: 01/1/2022; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Designations

• Certified Financial Planner