George Michael Baughman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 04/2023
  Parsec Financial Management Inc.
  Tryon, NC
• 04/2023 → 12/2023
  Modera Wealth Management, Llc
  Westwood, NJ
• 12/2023 → 10/2024
  Modera Wealth Management, Llc
  Westwood, NJ
• 04/2026 → Present
  Modera Wealth Management, Llc
  Westwood, NJ
• 10/2024 → 02/2026
  Holistiplan
  College Station, TX

Previous Registrations

• 2023-04-26 → 2024-10-14
  Modera Wealth Management, Llc
  Westwood, NJ
  Tryon, NC
• 2016-04-01 → 2023-04-27
  Parsec Financial
  Tryon, NC
  Asheville, NC
• 2014-01-10 → 2016-05-02
  Millard & Company, Inc.
  Tryon, NC
• 2010-03-15 → 2014-01-15
  Abacus Planning Group, Inc.
  Columbia, SC
• 2007-07-20 → 2007-10-03
  First Horizon Advisors, Inc.
  Mclean, VA
• 2005-01-05 → 2006-03-07
  Bb&T Asset Management, Inc.
  Fairfax, VA

Exams

• S66 Uniform Combined State Law Examination
  2004-12-28
• S63 Uniform Securities Agent State Law Examination
  2001-04-09

Designations

• Certified Financial Planner

Other Names

• Michael Baughman