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Michaela Hope Stclair

Modera Wealth Management, LLC

Westwood, NJ

Wayne, PA

CRD 7542366

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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
PA RA APPROVED 2025-09-30
  • PA RA
    APPROVED
    Since 2025-09-30

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

620 Lee Road Suite 100, Wayne, PA 19087 • 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
University Of Pittsburgh Pittsburgh PA 08/2018 05/2022
Ubs Financial Services Pittsburgh PA 07/2022 03/2023
West Chester Area School District West Chester PA 08/2010 06/2018
Robert W. Bard & Co Incorporated Pittsburgh PA 03/2023 04/2025
Pitcairn Wealth Advisors Conshohocken PA 04/2025 09/2025
Pitcairn Trust Co. Conshohocken PA 04/2025 09/2025
Modera Wealth Management. Llc Westwood PA 09/2025 Present
  • 08/2018 → 05/2022
    University Of Pittsburgh
    Pittsburgh, PA
  • 07/2022 → 03/2023
    Ubs Financial Services
    Pittsburgh, PA
  • 08/2010 → 06/2018
    West Chester Area School District
    West Chester, PA
  • 03/2023 → 04/2025
    Robert W. Bard & Co Incorporated
    Pittsburgh, PA
  • 04/2025 → 09/2025
    Pitcairn Wealth Advisors
    Conshohocken, PA
  • 04/2025 → 09/2025
    Pitcairn Trust Co.
    Conshohocken, PA
  • 09/2025 → Present
    Westwood, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-14
  • S66 Uniform Combined State Law Examination
    2022-10-14
Designations
  • Certified Financial Planner

View on SEC IAPD

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