Brian Scott Hjalmarson

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

• 03/2012 → 09/2019
  Charles Schwab & Co., Inc.
  Asheville, NC
• 05/2017 → 09/2019
  Charles Schwab Bank
  Asheville, NC
• 09/2019 → 05/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Asheville, NC
• 09/2019 → 05/2021
  Bank Of America, N.A.
  Asheville, NC
• 06/2021 → 02/2023
  Personal Capital Advisors Corporation
  Mills River, NC
• 02/2023 → 04/2024
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 04/2024 → 02/2025
  Modera Wealth Management
  Asheville, NC
• 02/2025 → Present
  Modera Wealth Management
  Asheville, NC

Previous Registrations

• 2023-04-03 → 2024-04-23
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2021-06-18 → 2023-04-03
  Personal Capital Advisors Corporation
  Mills River, NC
  Greenwood Village, CO
• 2019-09-30 → 2021-05-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Asheville, NC
  New York, NY
• 2014-12-20 → 2019-09-17
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Asheville, NC
  Greenville, SC

Exams

• S66 Uniform Combined State Law Examination
  2014-12-20

Designations

• Certified Financial Planner

Other Names

• Brian Scott Hjalmarson
• Brian Hjalmarson