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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-03
  • MA RA
    APPROVED
    Since 2024-07-03

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

200 Lowder Brook Drive Suite 2600, Westwood, MA 02090 • 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
Bromfield Sneider Wealth Advisors, Inc. Cambridge MA 01/2002 01/2021
Bromfield Sneider Wealth Advisors, Inc. Westwood MA 01/2021 07/2024
Modera Wealth Management, Llc Westwood NJ 07/2024 Present
  • 01/2002 → 01/2021
    Bromfield Sneider Wealth Advisors, Inc.
    Cambridge, MA
  • 01/2021 → 07/2024
    Bromfield Sneider Wealth Advisors, Inc.
    Westwood, MA
  • 07/2024 → Present
    Westwood, NJ
Previous Registrations
  • 2004-08-19 → 2024-07-12
    Bromfield Sneider Wealth Advisors, Inc.
    Cambridge, MA
    Cambridge, MA
    Westwood, MA
  • 2003-09-05 → 2007-01-12
    Cambridge, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-05-04
  • S66 Uniform Combined State Law Examination
    1998-05-04
Designations

View on SEC IAPD

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