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Meredith Otterbein

Modera Wealth Management, LLC

Westwood, NJ

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-04-16
  • NJ RA
    APPROVED
    Since 2024-04-16

Branch Locations

56 Jefferson Ave., 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
Ubs Financial Services Inc Weehawken NJ 10/2000 09/2023
Modera Wealth Management Westwood NJ 04/2024 Present
None West Caldwell NJ 10/2023 03/2024
  • 10/2000 → 09/2023
    Ubs Financial Services Inc
    Weehawken, NJ
  • 04/2024 → Present
    Modera Wealth Management
    Westwood, NJ
  • 10/2023 → 03/2024
    None
    West Caldwell, NJ
Designations
Other Names
  • Meredith Graham Petrocine

View on SEC IAPD

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