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Joshua Howard Marans

Modera Wealth Management, LLC

New York, NY

Westwood, NJ

CRD 8306392

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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
NY RA APPROVED 2026-06-29
  • NY RA
    APPROVED
    Since 2026-06-29

Branch Locations

122 E 42Nd St., Suite 1714, New York, NY 10168 • 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 06/2026 Present
Sabbatical New York NY 02/2026 06/2026
Pvh New York NY 10/2023 01/2026
Sabbatical New York NY 07/2023 09/2023
The Gap New York NY 08/2019 06/2023
Fullbeauty Brands New York NY 04/2018 08/2019
Dress Barn Mahwah NJ 01/2017 03/2018
Sabbatical New York NY 11/2016 12/2016
Ross Stores New York NY 11/2014 10/2016
  • 06/2026 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
  • 02/2026 → 06/2026
    Sabbatical
    New York, NY
  • 10/2023 → 01/2026
    Pvh
    New York, NY
  • 07/2023 → 09/2023
    Sabbatical
    New York, NY
  • 08/2019 → 06/2023
    The Gap
    New York, NY
  • 04/2018 → 08/2019
    Fullbeauty Brands
    New York, NY
  • 01/2017 → 03/2018
    Dress Barn
    Mahwah, NJ
  • 11/2016 → 12/2016
    Sabbatical
    New York, NY
  • 11/2014 → 10/2016
    Ross Stores
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-27
  • S65 Uniform Investment Adviser Law Examination
    2026-05-27

View on SEC IAPD

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