Elizabeth Saunders Brozena

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

• 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

• S66 Uniform Combined State Law Examination
  2015-08-31

Designations

• Certified Financial Planner

Other Names

• Elizabeth Saunders Brozena
• Elizabeth Saunders Weintraub
• Elizabeth S Brozena