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Robert Spencer Hockett

Modera Wealth Management, LLC

Inverness, FL

Westwood, NJ

CRD 4670605

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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
FL RA APPROVED 2026-01-30
  • FL RA
    APPROVED
    Since 2026-01-30

Branch Locations

221 W Main St., Suite A, Inverness, FL 34450 • 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
Southern Wealth Management, Inc. D.B.A. Cambridge Wealth Counsel Atlanta GA 07/1996 12/2016
Modera Wealth Management, Llc Westwood NJ 01/2017 12/2019
Domus Advisors Llc Plantation FL 09/2025 11/2025
Modera Wealth Management, Llc Westwood NJ 01/2020 12/2020
The Church Of Jesus Christ Of Latter-Day Saints Milan 01/2021 01/2023
Sabbatical Ft Lauderdale FL 02/2023 12/2023
Thepracticeconsultant.cOm, Llc Plantation FL 01/2024 Present
Rallan Bros Auto Inc. Naples FL 01/2024 Present
Modera Wealth Management, Llc Westwood NJ 01/2026 Present
  • 07/1996 → 12/2016
    Southern Wealth Management, Inc. D.B.A. Cambridge Wealth Counsel
    Atlanta, GA
  • 01/2017 → 12/2019
    Westwood, NJ
  • 09/2025 → 11/2025
    Domus Advisors Llc
    Plantation, FL
  • 01/2020 → 12/2020
    Westwood, NJ
  • 01/2021 → 01/2023
    The Church Of Jesus Christ Of Latter-Day Saints
    Milan
  • 02/2023 → 12/2023
    Sabbatical
    Ft Lauderdale, FL
  • 01/2024 → Present
    Thepracticeconsultant.cOm, Llc
    Plantation, FL
  • 01/2024 → Present
    Rallan Bros Auto Inc.
    Naples, FL
  • 01/2026 → Present
    Westwood, NJ
Previous Registrations
  • 2025-09-10 → 2025-11-12
    Domus Advisors Llc
    Plantation, FL
    Plantation, FL
  • 2017-01-03 → 2020-11-02
    Atlanta, GA
    Atlanta, GA
    Ft. Lauderdale, FL
  • 2006-09-30 → 2017-02-28
    Cambridge Wealth Counsel
    Atlanta, GA
Other Businesses

(1) ThePracticeConsultant.com, LLC; not investment-related; 6851 NW 6th Court, Plantation, FL 33317; business consulting; founder/consultant; 1/2024; approx. 20 hours/month total; approx. 15 hours/month trading hours; business consulting. (2) Rallan Bros Auto Inc.; not investment-related; 3146 Davis Blvd, Naples, FL 34104; automotive repair; owner; 1/2024; approx. 5 hours/month total; approx. 5 hours/month trading hours; management. (3) R&R Mountain Properties, LLC / Little Creek Ridge, LLC (LLCs are affiliated) 6851 NW 6th Court, Plantation, FL 33317; purchase, develop, improve, resell land for profit, member, 12/2025, 10 hours/month total approx. 5 hours/month during trading hours. (4) Smoak Road Properties, LLC 6851 NW 6th Court, Plantation, FL 33317; purchase residential property with family member, manager, 5/2016, 1 hour/month total approx. (5) RSH Office Properties, LLC 6851 NW 6th Court, Plantation, FL 33317; purchase and hold website URLs, owner, 1/2010, 4 hours/year total approx.

Designations
  • Certified Financial Planner

View on SEC IAPD

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