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Charles Philip Boinske

Modera Wealth Management, LLC

Westwood, NJ

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 2021-08-10
PA RA APPROVED 2021-01-04
  • TX RA
    APPROVED
    Since 2021-08-10
  • PA RA
    APPROVED
    Since 2021-01-04

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
Independence Advisors, Llc Wayne PA 05/2010 01/2021
Modera Wealth Management, Llc Westwood NJ 01/2021 Present
Previous Registrations
  • 2010-06-15 → 2021-01-04
    Independence Advisors, Llc
    Wayne, PA
  • 1993-09-02 → 2010-07-09
    Independence Advisors Inc
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-04-29
S63 Uniform Securities Agent State Law Examination 1984-08-31
  • S65 Uniform Investment Adviser Law Examination
    1993-04-29
  • S63 Uniform Securities Agent State Law Examination
    1984-08-31
Designations

View on SEC IAPD

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Other Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · WESTWOOD, NJ
LPL ENTERPRISE, LLC · EMERSON, NJ
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