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Alexander Lewis Bedford

Modera Wealth Management, LLC

Inverness, FL

Westwood, NJ

CRD 8223705

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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
FL RA APPROVED 2026-06-09
  • FL RA
    APPROVED
    Since 2026-06-09

Branch Locations

221 W Main St A, Inverness, FL 34450 • 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
Modera Wealth Management, Llc Westwood NJ 05/2026 Present
Florida Financial Advisors Tampa FL 02/2026 04/2026
Fewer Left Turns Llc. (Crumbl Cookies) Tampa FL 07/2023 02/2026
University Of South Florida Tampa FL 08/2021 12/2025
Florida Virtual School N/A FL 08/2020 05/2021
South Lake High School Groveland FL 08/2019 05/2020
Douglas County High School Castle Rock CO 08/2017 05/2019
Gray Middle School Groveland FL 08/2014 10/2016
Mesa Middle School Castle Rock CO 10/2016 05/2017
Ignite Financial Advisors Tampa FL 02/2026 04/2026
  • 05/2026 → Present
    Westwood, NJ
  • 02/2026 → 04/2026
    Florida Financial Advisors
    Tampa, FL
  • 07/2023 → 02/2026
    Fewer Left Turns Llc. (Crumbl Cookies)
    Tampa, FL
  • 08/2021 → 12/2025
    University Of South Florida
    Tampa, FL
  • 08/2020 → 05/2021
    Florida Virtual School
    N/A, FL
  • 08/2019 → 05/2020
    South Lake High School
    Groveland, FL
  • 08/2017 → 05/2019
    Douglas County High School
    Castle Rock, CO
  • 08/2014 → 10/2016
    Gray Middle School
    Groveland, FL
  • 10/2016 → 05/2017
    Mesa Middle School
    Castle Rock, CO
  • 02/2026 → 04/2026
    Ignite Financial Advisors
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-24
  • S65 Uniform Investment Adviser Law Examination
    2026-01-24
Other Names
  • Alex Lewis Bedford

View on SEC IAPD

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