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Chad Evans Foster

Modera Wealth Management, LLC

Asheville, NC

Westwood, NJ

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-04-26
  • NC RA
    APPROVED
    Since 2023-04-26

Branch Locations

6 Wall Street, Asheville, NC 28801 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • 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
Parsec Financial Management Inc. Asheville NC 04/2014 04/2023
Modera Wealth Management, Llc Westwood NJ 04/2023 12/2023
Modera Wealth Management, Llc Westwood NJ 12/2023 Present
Previous Registrations
  • 2014-04-24 → 2023-04-27
    Parsec Financial
    Asheville, NC
  • 2010-05-07 → 2013-01-17
    Wealthspire Advisors
    Fulton, MD
  • 2006-10-05 → 2006-12-14
    Ameriprise Financial Services, Llc
    Owings Mills, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-04
  • S66 Uniform Combined State Law Examination
    2006-10-04
Designations

View on SEC IAPD

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OPPENHEIMER & CO. INC. · ASHEVILLE, NC
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BEACON POINTE ADVISORS, LLC · Asheville, NC
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