Best Investors
Account
Sign in
Best Investors
Account
Sign in
Modera Wealth Management, LLC CRD 155649
$17.7B regulatory AUM 43 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-08 |
| NC | RA | APPROVED | 2023-04-26 |
Branch Locations
56 Jefferson Avenue, Westwood, NJ 07675 • United States
6 Wall Street, Asheville, NC 28801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsec Financial Management, Inc. | Asheville | NC | 12/2017 | 04/2023 |
| Perimeter Orthopedics | Atlanta | GA | 06/2016 | 01/2017 |
| Blue Ridge Bone & Joint | Asheville | NC | 03/2017 | 11/2017 |
| Modera Wealth Management, Llc | Westwood | NJ | 04/2023 | 12/2023 |
| Modera Wealth Management, Llc | Westwood | NJ | 12/2023 | Present |
Little Bit of Sunshine Non-Investment Related 50 Springwood Drive Asheville, NC 28805 Artist Owner/Sole Proprietor Start Date: March 2022 Hours devoted to business is 80 hours per month Zero hours are devoted during securities trading hours As an artist and owner my responsibilities in include all operational areas of the business.
Reach out to this advisor