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Christina Erin Schappert

Modera Wealth Management, LLC

Westwood, NJ

Charlotte, NC

CRD 7071638

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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
NC RA APPROVED 2023-04-26
  • NC RA
    APPROVED
    Since 2023-04-26

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

6700 Fairview Road Suite 360, Charlotte, NC 28210 • 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
Parsec Financial Management, Inc. Charlotte NC 12/2016 04/2019
Unemployed Endicott NY 07/2016 11/2016
Parsec Financial Management, Inc. Charlotte NC 04/2019 12/2020
Parsec Financial Management, Inc. Charlotte NC 12/2020 04/2023
Modera Wealth Management, Llc Westwood NJ 04/2023 Present
  • 12/2016 → 04/2019
    Parsec Financial Management, Inc.
    Charlotte, NC
  • 07/2016 → 11/2016
    Unemployed
    Endicott, NY
  • 04/2019 → 12/2020
    Parsec Financial Management, Inc.
    Charlotte, NC
  • 12/2020 → 04/2023
    Parsec Financial Management, Inc.
    Charlotte, NC
  • 04/2023 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
  • 2019-04-05 → 2023-04-27
    Parsec Financial
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-05
  • S65 Uniform Investment Adviser Law Examination
    2019-04-05

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

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