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Elizabeth Saunders Brozena

Modera Wealth Management, LLC

Westwood, NJ

New York, NY

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-01-03
  • NY RA
    APPROVED
    Since 2022-01-03

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

122 East 42Nd Street Suite 1714, New York, NY 10168 • 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
Greystone Wealth Advisors, Llc Rye Brook NY 06/2020 12/2021
Modera Wealth Management, Llc Westwood NJ 01/2022 Present
Wells Fargo New York NY 03/2016 06/2020
  • 06/2020 → 12/2021
    Greystone Wealth Advisors, Llc
    Rye Brook, NY
  • 01/2022 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
  • 03/2016 → 06/2020
    Wells Fargo
    New York, NY
Previous Registrations
  • 2020-06-15 → 2022-01-03
    Greystone Wealth Advisors Llc
    New York, NY
  • 2016-03-16 → 2020-06-22
    Wells Fargo Clearing Services, Llc
    New York, NY
  • 2015-09-02 → 2016-04-08
    Credit Suisse Securities (Usa) Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-31
  • S66 Uniform Combined State Law Examination
    2015-08-31
Designations
Other Names
  • Elizabeth Saunders Brozena
  • Elizabeth Saunders Weintraub
  • Elizabeth S Brozena

View on SEC IAPD

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ATHANASIOS KOLEFAS
HARLI LYNN PALME
LESLIE ANN YOUNG
CHAD EVANS FOSTER
BENJAMIN MATTHEW BLAKE
Kevin Javier Stewart
ERIN LYNN VILLAMIZAR

Other Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · WESTWOOD, NJ
LPL ENTERPRISE, LLC · EMERSON, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILLSDALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Hillsdale, NJ
PNC WEALTH MANAGEMENT LLC · EMERSON, NJ

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