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Thomas Edward Kennedy

Modera Wealth Management, LLC

Boston, MA

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-11-21
  • MA RA
    APPROVED
    Since 2019-11-21

Branch Locations

535 Boylston Street Suite 1101, Boston, MA 02116 • 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
New England Investment & Retirement Group, Inc. North Andover MA 06/2018 10/2019
Windhaven Investment Management Boston MA 07/2015 06/2018
Modera Wealth Management, Llc Westwood NJ 11/2019 02/2024
Modera Wealth Management, Llc Westwood NJ 02/2024 Present
Previous Registrations
  • 2019-07-02 → 2019-11-15
    New England Investment & Retirement Group, Inc.
    North Andover, MA
Designations
Other Names
  • Thomas Edward Kennedy

View on SEC IAPD

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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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