Omar Patrick Parker

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

• 06/2024 → Present
  Modera Wealth Management, Llc
  Westwood, NJ
• 06/2020 → 12/2023
  Delaware State University
  Dover, DE
• 01/2022 → 05/2023
  Modera Wealth Management, Llc
  Westwood, NJ
• 01/2022 → 05/2023
  Delaware State University
  Dover, DE
• 06/2022 → 06/2022
  Charles Schwab
  Westlake, TX
• 01/2014 → 06/2020
  Baltimore County Public School
  Baltimore, MD
• 01/2024 → 05/2024
  Unemployed
  Gwynn Oak, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-31

Designations

• Certified Financial Planner

Other Names

• Omar Parker