Best Investors Account Sign in
Inactive

Carter Otey

Modera Wealth Management, LLC

Westwood, NJ

Charlotte, NC

Claim This Profile
Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-13
  • NC RA
    APPROVED
    Since 2026-04-13

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

6700 Fairview Rd, 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
Modera Wealth Management, Llc Charlotte NC 07/2025 Present
Unemployed Charlotte NC 02/2025 07/2025
Liberty University Lynchburg VA 08/2020 05/2024
Cannon School Concord NC 08/2011 05/2020
Cannon School Concord NC 05/2020 08/2020
Forvis Mazars Charlotte NC 06/2024 02/2025
  • 07/2025 → Present
    Modera Wealth Management, Llc
    Charlotte, NC
  • 02/2025 → 07/2025
    Unemployed
    Charlotte, NC
  • 08/2020 → 05/2024
    Liberty University
    Lynchburg, VA
  • 08/2011 → 05/2020
    Cannon School
    Concord, NC
  • 05/2020 → 08/2020
    Cannon School
    Concord, NC
  • 06/2024 → 02/2025
    Forvis Mazars
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-13
  • S65 Uniform Investment Adviser Law Examination
    2026-04-13

View on SEC IAPD

Other Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
PNC WEALTH MANAGEMENT LLC

Other Investors

WILLIAM EMERSON HOUCK
ATHANASIOS KOLEFAS
HARLI LYNN PALME
LESLIE ANN YOUNG
CHAD EVANS FOSTER
BENJAMIN MATTHEW BLAKE
Kevin Javier Stewart
ERIN LYNN VILLAMIZAR

Other Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · WESTWOOD, NJ
LPL ENTERPRISE, LLC · EMERSON, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILLSDALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Hillsdale, NJ
PNC WEALTH MANAGEMENT LLC · EMERSON, NJ

More in Westwood, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor