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Daniel C
Series 63, Series 65
Lakewood Ranch, FL
Modera Wealth Management, LLC
Daniel Crimmins is a financial advisor at Modera Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Crimmons Wealth Management, LLC from 2011 to 2023 before joining Modera in 2023. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm follows an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selective alternative strategies tailored to client objectives and risk tolerance.
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