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Mindy Lynn Cleaveland Neira

Modera Wealth Management, LLC

Boston, MA

Westwood, NJ

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-22
  • MA RA
    APPROVED
    Since 2026-06-22

Branch Locations

535 Boylston St., Suite 1101, Boston, MA 02116 • 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
Fidelity Investments New York NY 06/2011 08/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2018
Modera Wealth Management, Llc Westwood NJ 09/2018 Present
  • 06/2011 → 08/2018
    Fidelity Investments
    New York, NY
  • 07/2018 → 08/2018
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 09/2018 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
  • 2018-07-13 → 2018-09-17
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2013-12-05 → 2018-07-13
    Strategic Advisers Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-14
  • S66 Uniform Combined State Law Examination
    2011-12-14
Designations
Other Names
  • Mindy Cleaveland
  • Mindy Lynn Cleaveland

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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