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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2017-12-01 |
Branch Locations
Glenridge Highlands One 5555 Glenridge Connector, Suite 150, Atlanta, GA 30342 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harmon Financial Advisors, Inc. | Atlanta | GA | 02/2010 | 10/2017 |
| Raymond James Financial Services Advisors Inc. | Atlanta | GA | 05/2011 | 10/2017 |
| Rental Real Estate | Avondale Estates | GA | 05/2014 | 07/2018 |
| Modera Wealth Management, Llc | Westwood | NJ | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-01 |
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