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Elizabeth Hastings Daniels

Modera Wealth Management, LLC

Westwood, MA

Westwood, NJ

CRD 8061424

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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
MA RA APPROVED 2025-05-15
  • MA RA
    APPROVED
    Since 2025-05-15

Branch Locations

200 Lowder Brook Drive Suite 2600, Westwood, MA 02090 • 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
Babson College Wellesley MA 09/2015 06/2019
Bromfield Sneider Wealth Advisors Westwood MA 12/2021 07/2024
Modera Wealth Management, Llc Westwood MA 07/2024 Present
Babson College Wellesley MA 08/2019 11/2021
  • 09/2015 → 06/2019
    Babson College
    Wellesley, MA
  • 12/2021 → 07/2024
    Bromfield Sneider Wealth Advisors
    Westwood, MA
  • 07/2024 → Present
    Modera Wealth Management, Llc
    Westwood, MA
  • 08/2019 → 11/2021
    Babson College
    Wellesley, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-27
  • S65 Uniform Investment Adviser Law Examination
    2024-06-27
Other Names
  • Elizabeth Hastings Maher

View on SEC IAPD

Nearby Firms

WEALTHY CHOICES (R)
LPL FINANCIAL LLC
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Nearby Investors

William Thornley
VINCENT DOUGLAS BEAUDOIN
PENELOPE STEPHANIE TZOUGROS

Nearby Offices

WEALTHY CHOICES (R) · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA

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