Justin Charles Viviano

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

• 05/2026 → Present
  Modera Wealth Management, Llc
  Westwood, NJ
• 05/2016 → 12/2016
  Fidelity Brokerage Services, Llc
  Jacksonville, FL
• 12/2016 → 06/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 07/2017 → 02/2018
  Jp Morgan Securities Llc
  Westerville, OH
• 03/2018 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bethesda, MD
• 11/2018 → 09/2019
  Ubs Financial Services Inc.
  Washington, DC
• 10/2019 → 05/2021
  Suntrust Investment Services,Inc.
  Point Vedra Beach, FL
• 10/2019 → 05/2021
  Suntrust Advisory Services, Inc.
  Ponte Vedra Beach, FL
• 05/2022 → 05/2026
  The Vanguard Group, Inc.
  Charlotte, NC
• 05/2021 → 05/2022
  Vivi International
  Jacksonville, FL

Previous Registrations

• 2022-06-03 → 2026-05-20
  Vanguard Advisers, Inc.
  Charlotte, NC
  Charlotte, NC
• 2019-10-09 → 2021-06-15
  Truist Advisory Services, Inc.
  Ponte Vedra Beach, FL
• 2019-01-25 → 2019-09-25
  Ubs Financial Services Inc.
  Washington, DC
• 2018-03-05 → 2018-11-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bethesda, MD
• 2017-07-14 → 2018-02-28
  J.P. Morgan Securities Llc
  Westerville, OH
• 2017-01-18 → 2017-07-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-01-13
• S63 Uniform Securities Agent State Law Examination
  2014-06-23

Designations

• Certified Financial Planner

Other Names

• Justin C. Viviano
• Justin Viviano
• Justin Charles Viviano