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Advisors / Pennsylvania / Wayne
13yrs

Mark Gernerd

Financial advisor at Modera Wealth Management

Mark Gernerd is a fiduciary financial advisor in Wayne, Pennsylvania, with 13 years in the industry. After four years at Vanguard Advisers and two years at Morgan Stanley, Mark joined Modera Wealth Management in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Mark holds the CFP® designation.

One of 368 advisors with offices in Wayne, and one of 323 fiduciaries.

Wayne, PA 19087CFP®Fiduciary advisor

At a glance

Experience13 years (since 2013)
How that compares ?More experience than 59% of advisors at Modera Wealth Management
Office620 Lee Road Suite 100, Wayne, PA 19087
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.73 million
Advisors at the firm135
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

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
  2. 2018 – 2022
  3. 2013 – 2015
    Morgan StanleyPreviously

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Mark

How do I contact Mark?

Call Modera Wealth Management at (201) 768-4600 and ask for Mark Gernerd. Mark works from the Wayne, PA office.

How long has Mark been a financial advisor?

Mark has been in the industry since 2013, about 13 years. More experience than 59% of advisors at Modera Wealth Management.

What licenses does Mark hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mark paid?

Modera Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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