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Melissa J Boyer

Modera Wealth Management, LLC

Charlotte, NC

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-01-02
  • NC RA
    APPROVED
    Since 2020-01-02

Branch Locations

6101 Carnegie Blvd Suite 220, Charlotte, NC 28209 • 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
Metlife Investors Dist Co Charlotte NC 02/2014 10/2016
Lpl Financial, Llc Fort Mill SC 11/2016 03/2018
Keatley Wealth Management, Llc Charlotte NC 03/2018 12/2019
Modera Wealth Management, Llc Westwood NJ 01/2020 Present
  • 02/2014 → 10/2016
    Metlife Investors Dist Co
    Charlotte, NC
  • 11/2016 → 03/2018
    Lpl Financial, Llc
    Fort Mill, SC
  • 03/2018 → 12/2019
    Keatley Wealth Management, Llc
    Charlotte, NC
  • 01/2020 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
  • 2018-05-01 → 2019-12-31
    Keatley Wealth Management, Llc
    Charlotte, NC
  • 2016-12-14 → 2018-04-10
    Lpl Financial Llc
    Fort Mill, SC
  • 2002-07-23 → 2016-06-15
    Msi Financial Services, Inc.
    Springfield, MA
    Raleigh, NC
    Charlotte, NC
    Somerset, NJ
    Charlotte, NC
    Raleigh, NC
    Somerset, NJ
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-29
S63 Uniform Securities Agent State Law Examination 2000-10-18
  • S65 Uniform Investment Adviser Law Examination
    2002-03-29
  • S63 Uniform Securities Agent State Law Examination
    2000-10-18
Designations
Other Names
  • Melissa J. Edmonds
  • Melissa J. Boyer

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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