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William Edward Stadler

Modera Wealth Management, LLC

Winston-Salem, NC

Westwood, NJ

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-06
  • NC RA
    APPROVED
    Since 2026-04-06

Branch Locations

100 North Cherry St., Suite 505, Winston-Salem, NC 27101 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • 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
Mercer Global Advisors Inc. Trumbull CT 05/2023 10/2025
Post University Waterbury CT 10/2015 05/2023
Unemployed Trumbull CT 10/2025 04/2026
Modera Wealth Management, Llc Westwood NJ 04/2026 Present
Previous Registrations
  • 2025-08-26 → 2025-11-14
    Mercer Global Advisors Inc.
    Denver, CO
    Trumbull, CT
  • 2011-07-21 → 2013-12-31
    Nextstep Financial Planning, Llc
    Trumbull, CT
  • 2010-04-27 → 2010-12-31
    Nextstep Financial Planning, Llc
  • 2006-07-07 → 2009-02-20
    Strategic Advisers Llc
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-22
S63 Uniform Securities Agent State Law Examination 2001-08-16
  • S65 Uniform Investment Adviser Law Examination
    2006-06-22
  • S63 Uniform Securities Agent State Law Examination
    2001-08-16
Designations
Other Names
  • Bill Stadler

View on SEC IAPD

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Other Offices

SALEM INVESTMENT COUNSELORS INC · WINSTON SALEM, NC
JT STRATFORD, LLC · WINSTON-SALEM, NC
DARDA FINANCIAL · WINSTON-SALEM, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · WINSTON-SALEM, NC
CETERA INVESTMENT ADVISERS LLC · WINSTON-SALEM, NC
PRINCIPAL SECURITIES, INC. · WINSTON SALEM, NC
PARK AVENUE SECURITIES LLC · WINSTON-SALEM, NC
VIRTUE CAPITAL MANAGEMENT, LLC · WINSTON-SALEM, NC

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