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William Brian Mcgowan

Modera Wealth Management, LLC

Wayne, PA

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-10
PA RA APPROVED 2022-11-09
  • TX RA
    APPROVED_RES
    Since 2025-03-10
  • PA RA
    APPROVED
    Since 2022-11-09

Branch Locations

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
The Catholic University Of America Washington DC 08/2018 05/2019
Usli Wayne PA 05/2019 08/2019
The Catholic University Of America Washington DC 08/2019 05/2020
Carmines Pizzeria Chester Springs PA 05/2020 08/2020
The Catholic University Of America Washington DC 08/2020 01/2021
Skyline Tools Llc Wayne PA 01/2021 03/2021
The Catholic University Of America Washington DC 03/2021 06/2022
Modera Wealth Management, Llc Westwood NJ 06/2022 Present
School At Downingtown Stem Downingtown PA 08/2014 06/2018
  • 08/2018 → 05/2019
    The Catholic University Of America
    Washington, DC
  • 05/2019 → 08/2019
    Usli
    Wayne, PA
  • 08/2019 → 05/2020
    The Catholic University Of America
    Washington, DC
  • 05/2020 → 08/2020
    Carmines Pizzeria
    Chester Springs, PA
  • 08/2020 → 01/2021
    The Catholic University Of America
    Washington, DC
  • 01/2021 → 03/2021
    Skyline Tools Llc
    Wayne, PA
  • 03/2021 → 06/2022
    The Catholic University Of America
    Washington, DC
  • 06/2022 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
  • 08/2014 → 06/2018
    School At Downingtown Stem
    Downingtown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-09
  • S65 Uniform Investment Adviser Law Examination
    2022-11-09

View on SEC IAPD

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TODOROW CAPITAL PARTNERS LLC
HARVEST FUND ADVISORS LLC
ACT CAPITAL MANAGEMENT, LLC
FOCUS PARTNERS WEALTH, LLC

Other Investors

JUSTIN J HILL
Kelly F Bashore
KENT RUSSELL ADDIS
Flynn Michael Ryan
DANIEL BROOKS
PETER MASTROMARCO
KENNETH WAYNE LISKEY
Colleen Maura Lotto

Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA
TODOROW CAPITAL PARTNERS LLC · WAYNE, PA
HARVEST FUND ADVISORS LLC · WAYNE, PA
ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA
FOCUS PARTNERS WEALTH, LLC · Wayne, PA

More in Wayne, PA

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