Best Investors Account Sign in
Inactive

Mark Alexander Lewis

Modera Wealth Management, LLC

Asheville, NC

Westwood, NJ

Claim This Profile
Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-04-26
  • NC 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
Parsec Financial Management, Inc. Asheville NC 05/2011 01/2019
Parsec Financial Management, Inc. Asheville NC 01/2019 04/2023
Modera Wealth Management, Llc Westwood NJ 04/2023 Present
  • 05/2011 → 01/2019
    Parsec Financial Management, Inc.
    Asheville, NC
  • 01/2019 → 04/2023
    Parsec Financial Management, Inc.
    Asheville, NC
  • 04/2023 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
  • 2007-09-27 → 2023-04-27
    Parsec Financial
    Asheville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-29
  • S65 Uniform Investment Adviser Law Examination
    2009-12-29

View on SEC IAPD

Other Firms

OPPENHEIMER & CO. INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN
SANDRA K NEWBERRY
JONATHAN TRAVIS PAYNE
CHRISTINA LEIGH SIMPSON
KATHLEEN CARROLL KING
AMBER DAWN MCCLEEREY

Other Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
EDWARD JONES · ASHEVILLE, NC
LPL FINANCIAL LLC · ASHEVILLE, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Asheville, NC

More in Asheville, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor