Best Investors Account Sign in
Inactive

Molly Hattrich Rimes

Modera Wealth Management, LLC

Westwood, NJ

New York, NY

CRD 7389167

Claim This Profile
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:

Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-24
NY RA APPROVED 2023-01-11
NJ RA APPROVED 2022-05-24
  • TX RA
    APPROVED
    Since 2025-11-24
  • NY RA
    APPROVED
    Since 2023-01-11
  • NJ RA
    APPROVED
    Since 2022-05-24

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

122 East 42Nd Street Suite 1714, New York, NY 10168 • 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
Insmed Insurance Agency Harrison NY 01/2021 03/2022
Fort Myers High School Fort Myers FL 08/2014 05/2018
Florida State University Tallahassee FL 06/2018 12/2020
Modera Wealth Management, Llc Westwood NJ 05/2022 02/2025
Modera Wealth Management, Llc Westwood NJ 02/2025 Present
  • 01/2021 → 03/2022
    Insmed Insurance Agency
    Harrison, NY
  • 08/2014 → 05/2018
    Fort Myers High School
    Fort Myers, FL
  • 06/2018 → 12/2020
    Florida State University
    Tallahassee, FL
  • 05/2022 → 02/2025
    Modera Wealth Management, Llc
    Westwood, NJ
  • 02/2025 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
  • 2021-07-09 → 2022-05-06
    Insmed Financial Services, Llc
    Harrison, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-12
  • S65 Uniform Investment Adviser Law Examination
    2021-04-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

WILLIAM EMERSON HOUCK
ATHANASIOS KOLEFAS
HARLI LYNN PALME

Nearby Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ

More in Westwood, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor