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56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-02 |
| MA | RA | APPROVED | 2011-01-06 |
Branch Locations
535 Boylston Street Suite 300, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modera Wealth Management, Llc | Boston | MA | 01/2011 | Present |
1) Dana-Farber Financial Education and Planning Volunteer 2) Not investment-related 3) PO Box 76 Westborough MA 01581 4) In a collaboration with the Financial Planning Association and Dana-Farber Cancer Institute, volunteers provide pro bono education or financial planning to patients and/or their immediate family caregivers who could not otherwise afford a planner. 5) Volunteer 6) 2025 7) 5 hrs/year 8) 0 hrs during securities trading hours. 9) Provide pro bono education or financial planning in areas of debt, health insurance, government benefits, estate planning, and budgeting.
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