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Elizabeth Lawrence Gavin

Modera Wealth Management, LLC

Wayne, PA

Westwood, NJ

CRD 1788803

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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:

Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-01-04
  • PA RA
    APPROVED
    Since 2021-01-04

Branch Locations

620 Lee Road Suite 100, Wayne, PA 19087 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independence Advisors, Llc Wayne PA 12/2007 01/2021
Modera Wealth Management, Llc Westwood NJ 01/2021 Present
Previous Registrations
  • 2012-12-14 → 2021-01-04
    Independence Advisors, Llc
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-15
  • S65 Uniform Investment Adviser Law Examination
    2012-10-15

View on SEC IAPD

Nearby Firms

ADDIS & HILL, INCORPORATED
CHARLES SCHWAB & CO., INC.
PNC WEALTH MANAGEMENT LLC

Nearby Investors

JUSTIN J HILL
Kelly F Bashore
KENT RUSSELL ADDIS

Nearby Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA

More in Wayne, PA

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