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Julian Rutskin

Modera Wealth Management, LLC

Westwood, NJ

Boston, MA

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-09
  • MA RA
    APPROVED
    Since 2026-06-09

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

535 Boylston St., Suite 1101, Boston, MA 02116 • 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 02/2026 Present
Modera Wealth Management, Llc Westwood NJ 06/2025 08/2025
Florida State University Tallahassee FL 08/2021 12/2025
Tampa Preparatory School Tampa FL 08/2017 06/2021
Terrace Community School Tampa FL 04/2016 08/2017
  • 02/2026 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
  • 06/2025 → 08/2025
    Modera Wealth Management, Llc
    Westwood, NJ
  • 08/2021 → 12/2025
    Florida State University
    Tallahassee, FL
  • 08/2017 → 06/2021
    Tampa Preparatory School
    Tampa, FL
  • 04/2016 → 08/2017
    Terrace Community School
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-19
  • S65 Uniform Investment Adviser Law Examination
    2026-05-19

View on SEC IAPD

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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

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