AdFi
CP

Charles Philip Boinske

Investment Adviser Representative at MODERA WEALTH MANAGEMENT, LLC

Wayne, PACRD #1295580Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
PennsylvaniaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/29/1993
Series 63
Uniform Securities Agent State Law Examination
Passed 8/31/1984
Series 7
General Securities Representative Examination
Passed 12/15/1984
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/29/1984

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Modera Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MODERA WEALTH MANAGEMENT, LLCCurrent
1/4/2021Wayne, PA
INDEPENDENCE ADVISORS, LLC
6/15/20101/4/2021Wayne, PA
INDEPENDENCE ADVISORS INC
9/2/19937/9/2010Wayne, PA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MODERA WEALTH MANAGEMENT, LLC

Showing 12 of 128 in the directory

View MODERA WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Philip Boinske has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Charles Philip Boinske - Financial Advisor in Wayne, PA | AdvisorFinder