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William Emerson Houck

Modera Wealth Management, LLC

Westwood, NJ

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-06-03
NJ RA APPROVED 2011-01-03
  • TX RA
    APPROVED
    Since 2019-06-03
  • NJ RA
    APPROVED
    Since 2011-01-03

Branch Locations

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
Modera Wealth Management, Llc Westwood NJ 01/2011 Present
Previous Registrations
  • 2008-04-18 → 2010-12-31
    Modera Wealth Management
    Westwood, NJ
  • 2008-04-02 → 2008-04-18
    Modera Wealth Management
    Westwood, NJ
  • 2006-09-25 → 2008-03-20
    Ubs Financial Services Inc.
    Weehawken, NJ
    Weehawken, NJ
    Weehawken, NJ
  • 2005-01-05 → 2006-09-21
    Vanguard Advisers, Inc.
    Malvern, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-01-04
S63 Uniform Securities Agent State Law Examination 1998-09-24
  • S65 Uniform Investment Adviser Law Examination
    2005-01-04
  • S63 Uniform Securities Agent State Law Examination
    1998-09-24
Designations

View on SEC IAPD

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Other Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · WESTWOOD, NJ
LPL ENTERPRISE, LLC · EMERSON, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILLSDALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Hillsdale, NJ
PNC WEALTH MANAGEMENT LLC · EMERSON, NJ

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