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Isabel Maria Pereira

Modera Wealth Management, LLC

Asheville, NC

Westwood, NJ

CRD 6306782

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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
NC RA APPROVED 2026-01-23
  • NC RA
    APPROVED
    Since 2026-01-23

Branch Locations

6 Wall Street, Asheville, NC 28209 • 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
Morgan Stanley Asheville NC 03/2014 04/2024
Baird Asheville NC 04/2024 01/2026
Modera Wealth Management, Llc Westwood NJ 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-08
  • S66 Uniform Combined State Law Examination
    2024-01-08

View on SEC IAPD

Nearby Firms

OPPENHEIMER & CO. INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

JAMES TURNER NORRIS
LAURENCE J CASPER
DONALD PETER WEIDEMANN

Nearby Offices

OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC

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