Inactive

Mark Anthony Willoughby

Modera Wealth Management, LLC

CRD 4340657

Claim This Profile

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

Authority	Category	Status	Date
NJ	RA	APP_PEND_IARCE	2026-01-01
GA	RA	APPROVED	2011-01-24

NJ RA
APP_PEND_IARCE

Since 2026-01-01
GA RA
APPROVED

Since 2011-01-24

Branch Locations

Glenridge Highlands One 5555 Glenridge Connector, Suite 150, Atlanta, GA 30342 • 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

Organization	City	State	From	To
Modera Wealth Management, Llc	Atlanta	GA	01/2011	Present

01/2011 → Present

Modera Wealth Management, Llc

Atlanta, GA

Previous Registrations

2004-03-01 → 2010-12-31

Modera Wealth Management

Old Tappan, NJ
2002-06-24 → 2003-11-07

Modera Wealth Management

Old Tappan, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-03-24

S65 Uniform Investment Adviser Law Examination

2004-03-24

Designations

Certified Financial Planner
Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC

BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

HB WEALTH · ATLANTA, GA

BISON WEALTH, LLC · ATLANTA, GA

More in Atlanta, GA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor