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Elizabeth Hurt Cunagin

Modera Wealth Management, LLC

Asheville, NC

Westwood, NJ

CRD 3041334

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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

AuthorityCategoryStatusDate
NC RA APPROVED 2023-04-26
TX RA APPROVED 2023-04-26
  • NC RA
    APPROVED
    Since 2023-04-26
  • TX RA
    APPROVED
    Since 2023-04-26

Branch Locations

6 Wall Street, Asheville, NC 28801 • 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
Unemployed Cape Town 07/2013 09/2016
Parsec Financial Management Asheville NC 09/2016 12/2022
Parsec Financial Management Asheville NC 12/2022 04/2023
Modera Wealth Management, Llc Westwood NJ 04/2023 Present
  • 07/2013 → 09/2016
    Unemployed
    Cape Town
  • 09/2016 → 12/2022
    Parsec Financial Management
    Asheville, NC
  • 12/2022 → 04/2023
    Parsec Financial Management
    Asheville, NC
  • 04/2023 → Present
    Westwood, NJ
Previous Registrations
  • 2016-09-16 → 2023-04-27
    Parsec Financial
    Asheville, NC
  • 2004-10-20 → 2009-12-31
    Nashville, TN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-06-26
  • S63 Uniform Securities Agent State Law Examination
    1998-06-26
Designations
  • Certified Financial Planner
Other Names
  • Betsy Hurt
  • Elizabeth Ramseur Hurt
  • Elizabeth Ramseur Hurt
  • Betsy Hurt Cunagin

View on SEC IAPD

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