Nicholas Vincent Di Palo

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

• 07/2014 → 01/2024
  Full-Time Education
  Old Tappan, NJ
• 01/2024 → 04/2024
  Michael J. Porro & Co.
  Old Tappan, NJ
• 05/2024 → 04/2026
  Cerity Partners Llc
  New York, NY
• 04/2026 → Present
  Modera Wealth Managment, Llc
  Westwood, NJ

Previous Registrations

• 2024-07-29 → 2026-04-13
  Cerity Partners Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-29

Designations

• Certified Financial Planner

Other Names

• Nicholas Vincent Dipalo