Leslie Ann Young

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 01/2021
  Independence Advisors
  Wayne, PA
• 01/2021 → Present
  Modera Wealth Management, Llc
  Westwood, NJ
• 02/2025 → Present
  Modera Wealth Management, Llc
  Westwood, NJ

Previous Registrations

• 2016-02-16 → 2021-01-04
  Independence Advisors, Llc
  Wayne, PA
• 2008-04-15 → 2016-01-20
  Kistler-Tiffany Advisors
  Berwyn, PA

Exams

• S66 Uniform Combined State Law Examination
  2008-04-07

Designations

• Chartered Financial Consultant

Other Names

• Leslie Ann Eustice