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Omar E Smith

Modera Wealth Management, LLC

Westwood, NJ

Asheville, NC

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-21
  • NC RA
    APPROVED
    Since 2026-08-21

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

6 Wall Street, Asheville, NC 28801 • 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
Modera Wealth Management, Llc Westwood NJ 04/2026 Present
Tdg Financial Llc Arden NC 11/2019 04/2026
Cvs Asheville NC 08/2018 11/2019
Walgreens Asheville NC 06/2016 08/2018
  • 04/2026 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
  • 11/2019 → 04/2026
    Tdg Financial Llc
    Arden, NC
  • 08/2018 → 11/2019
    Cvs
    Asheville, NC
  • 06/2016 → 08/2018
    Walgreens
    Asheville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-21
  • S65 Uniform Investment Adviser Law Examination
    2026-08-21

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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILLSDALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Hillsdale, NJ
PNC WEALTH MANAGEMENT LLC · EMERSON, NJ

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