Chad Evans Foster

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

• 04/2014 → 04/2023
  Parsec Financial Management Inc.
  Asheville, NC
• 04/2023 → 12/2023
  Modera Wealth Management, Llc
  Westwood, NJ
• 12/2023 → Present
  Modera Wealth Management, Llc
  Westwood, NJ

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

• S66 Uniform Combined State Law Examination
  2006-10-04

Designations

• Certified Financial Planner