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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
56 Jefferson Avenue, Westwood, NJ 07675 • United States
200 Lowder Brook Drive Suite 2600, Westwood, MA 02090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-05-04 |
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