Mindy Lynn Cleaveland Neira

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2011-12-14

Designations

• Certified Financial Planner

Other Names

• Mindy Cleaveland
• Mindy Lynn Cleaveland