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Solon George Vlasto

Modera Wealth Management, LLC

Mclean, VA

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-17
VA RA APPROVED 2022-11-17
  • TX RA
    APPROVED
    Since 2022-11-17
  • VA RA
    APPROVED
    Since 2022-11-17

Branch Locations

7601 Lewinsville Road Suite 210, Mclean, VA 22102 • 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
Bernhardt Wealth Management, Inc. Mclean VA 08/2014 11/2022
Modera Wealth Management, Llc Westwood NJ 11/2022 Present
Previous Registrations
  • 2014-09-19 → 2022-11-30
    Bernhardt Wealth Management, Inc.
    Mclean, VA
  • 2014-03-20 → 2014-09-22
    Pinnacle Advisory Group, Inc.
    Columbia, MD
  • 2003-07-31 → 2013-07-15
    Td Ameritrade, Inc.
    Reston, VA
  • 2006-06-07 → 2013-07-15
    Td Ameritrade Investment Management, Llc
    Reston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-22
S63 Uniform Securities Agent State Law Examination 1992-01-29
  • S66 Uniform Combined State Law Examination
    2003-07-22
  • S63 Uniform Securities Agent State Law Examination
    1992-01-29
Designations
Other Names
  • Solon George Vlasto

View on SEC IAPD

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