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Marion Marre

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 2024-04-05
  • NC RA
    APPROVED
    Since 2024-04-05

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
Modera Wealth Management Winston-Salem NC 10/2023 Present
Modera Wealth Management Winston-Salem NC 04/2023 10/2023
Parsec Financial Management Winston-Salem NC 03/2022 04/2023
Hege Financial Group Winston-Salem NC 08/2018 03/2022
Semmax Financial Winston-Salem NC 10/2014 02/2017
Etsy Winston-Salem NC 02/2017 08/2018
  • 10/2023 → Present
    Modera Wealth Management
    Winston-Salem, NC
  • 04/2023 → 10/2023
    Modera Wealth Management
    Winston-Salem, NC
  • 03/2022 → 04/2023
    Parsec Financial Management
    Winston-Salem, NC
  • 08/2018 → 03/2022
    Hege Financial Group
    Winston-Salem, NC
  • 10/2014 → 02/2017
    Semmax Financial
    Winston-Salem, NC
  • 02/2017 → 08/2018
    Etsy
    Winston-Salem, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-05
  • S65 Uniform Investment Adviser Law Examination
    2024-04-05
Other Names
  • Marion Boles

View on SEC IAPD

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Other Investors

DALE MARTIN BROWN
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JAMES JOYNER EDMUNDSON
KRISTOPHER SHEA ABERNETHY
JESSE FRANKLIN GOINS
KENNETH SCOTT JONES
GEORGE GARFIELD KEENER
MATTHEW STEPHEN SIMMONS

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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