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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-01-04
  • PA RA
    APPROVED
    Since 2021-01-04

Branch Locations

620 Lee Road Suite 100, Wayne, PA 19087 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • 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
Independence Advisors, Llc Wayne PA 07/2019 01/2021
Kyffin Grove / Sage Senior Living North Wales PA 07/2018 12/2020
Cliftonlarsonallen Wealth Advisors Plymouth Meeting PA 12/2016 07/2019
Legacy Advisors Plymouth Meeting PA 10/2009 12/2016
Modera Wealth Management, Llc Westwood NJ 01/2021 Present
  • 07/2019 → 01/2021
    Independence Advisors, Llc
    Wayne, PA
  • 07/2018 → 12/2020
    Kyffin Grove / Sage Senior Living
    North Wales, PA
  • 12/2016 → 07/2019
    Cliftonlarsonallen Wealth Advisors
    Plymouth Meeting, PA
  • 10/2009 → 12/2016
    Legacy Advisors
    Plymouth Meeting, PA
  • 01/2021 → Present
    Westwood, NJ
Previous Registrations
  • 2020-01-10 → 2021-01-04
    Independence Advisors, Llc
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-09
  • S65 Uniform Investment Adviser Law Examination
    2019-12-09
Other Names
  • Andrea Dechiara

View on SEC IAPD

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