Suzanne Reichl Malik

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

• 09/2017 → 01/2021
  Independence Advisors, Llc
  Wayne, PA
• 09/2015 → 07/2017
  Trinity Wealth Management, Llc
  Berwyn, PA
• 04/2014 → 12/2017
  The Greater Philadelphia Society Of Clinical Hypnosis - 501(C)(6
  Berwyn, PA
• 08/2015 → 12/2017
  The International Society Of Hypnosis - 501(C)(3)
  Berwyn, PA
• 01/2021 → Present
  Modera Wealth Management, Llc
  Westwood, NJ

Previous Registrations

• 2017-12-14 → 2021-01-04
  Independence Advisors, Llc
  Wayne, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-14

Other Names

• Suzanne Reichl