Modera Wealth Management
42yrs
Top advisor by experience at Modera Wealth Management
26yrs
Athanasios Kolefas
Financial advisor at Modera Wealth Management
At a glance
Experience26 years (since 2000)
How that compares ?Top 15% by experience at Modera Wealth Management
Office56 Jefferson Avenue, Westwood, NJ 07675
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Modera Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Jan 2026 – nowModera Wealth Management, LLCCurrent firm
Questions to ask Athanasios
Tailored to Athanasios’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Athanasios
How do I contact Athanasios?
Call Modera Wealth Management at (201) 768-4600 and ask for Athanasios Kolefas. Athanasios works from the Westwood, NJ office.
How long has Athanasios been a financial advisor?
Athanasios has been in the industry since 2000, about 26 years. Top 15% by experience at Modera Wealth Management.
What licenses does Athanasios hold?
Series 63. Tap any license on this page to see what it allows.
Is Athanasios a fiduciary?
Athanasios is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Athanasios paid?
Modera Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Athanasios for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Modera Wealth Management
39yrs
Top 2% by experience at Modera Wealth Management
Modera Wealth Management
36yrs
Top 3% by experience at Modera Wealth Management
Ameriprise Financial Services
31yrs
Top 7% by experience in Westwood
Fortis Group Advisors
31yrs
Top advisor by experience at Fortis Group Advisors
Strategic Advisers
31yrs
Top 3% by experience at Strategic Advisers