Inactive

Michael Anthony Insogna

Modera Wealth Management, LLC

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Current Employers

Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-24
PA	RA	APPROVED	2023-07-03

TX RA
APPROVED

Since 2025-11-24
PA RA
APPROVED

Since 2023-07-03

Branch Locations

7540 Windsor Drive, Allentown, PA 18195 • 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

Organization	City	State	From	To
Accenture, Llp	Philadelphia	PA	10/2008	05/2017
Axalta Coating Systems	Philadelphia	PA	06/2017	04/2019
Accenture, Llp	Philadelphia	PA	05/2019	12/2020
Baldrige Asset Management Llc	Allentown	PA	12/2020	12/2021
Baldrige Asset Management Llc	Allentown	PA	02/2021	12/2021
Baldrige Asset Management Llc	Allentown	PA	01/2022	07/2023
Modera Wealth Management, Llc	Westwood	NJ	07/2023	Present

10/2008 → 05/2017

Accenture, Llp

Philadelphia, PA
06/2017 → 04/2019

Axalta Coating Systems

Philadelphia, PA
05/2019 → 12/2020

Accenture, Llp

Philadelphia, PA
12/2020 → 12/2021

Baldrige Asset Management Llc

Allentown, PA
02/2021 → 12/2021

Baldrige Asset Management Llc

Allentown, PA
01/2022 → 07/2023

Baldrige Asset Management Llc

Allentown, PA
07/2023 → Present

Modera Wealth Management, Llc

Westwood, NJ

Previous Registrations

2021-02-18 → 2023-06-30

Baldrige Asset Management

Allentown, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-29

S65 Uniform Investment Adviser Law Examination

2021-01-29

Designations

View on SEC IAPD

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