Best Investors
Account
Sign in
Best Investors
Account
Sign in
Modera Wealth Management, LLC CRD 155649
$17.7B regulatory AUM 43 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
Branch Locations
56 Jefferson Avenue, Westwood, NJ 07675 • United States
535 Boylston St., Suite 1101, Boston, MA 02116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-19 |
Reach out to this advisor