Best Investors Account Sign in
Inactive

Kristen Lydia Stonehouse

Modera Wealth Management, LLC

Westwood, NJ

Winston-Salem, NC

Claim This Profile
Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-13
  • NC RA
    APPROVED
    Since 2026-07-13

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

100 North Cherry St., Suite 505, Winston-Salem, NC 27101 • 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
Gray Rudd Raleigh NC 08/2016 07/2017
Wells Fargo Clearing Services, Llc Raleigh NC 03/2021 09/2021
Wells Fargo Bank, Na Raleigh NC 09/2017 03/2021
First Carolina Bank Raleigh NC 09/2021 03/2022
Unemployed Clemmons NC 03/2022 01/2023
Sunrise Yoga Studio Clemmons NC 01/2023 10/2023
Unemployed Clemmons NC 10/2023 07/2025
Modera Wealth Management, Llc Westwood NJ 07/2025 Present
  • 08/2016 → 07/2017
    Gray Rudd
    Raleigh, NC
  • 03/2021 → 09/2021
    Wells Fargo Clearing Services, Llc
    Raleigh, NC
  • 09/2017 → 03/2021
    Wells Fargo Bank, Na
    Raleigh, NC
  • 09/2021 → 03/2022
    First Carolina Bank
    Raleigh, NC
  • 03/2022 → 01/2023
    Unemployed
    Clemmons, NC
  • 01/2023 → 10/2023
    Sunrise Yoga Studio
    Clemmons, NC
  • 10/2023 → 07/2025
    Unemployed
    Clemmons, NC
  • 07/2025 → Present
    Modera Wealth Management, Llc
    Westwood , NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-07-28
  • S63 Uniform Securities Agent State Law Examination
    2016-07-28
Designations
Other Names
  • Kristen Stonehouse
  • Lydia Stonehouse

View on SEC IAPD

Other Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
PNC WEALTH MANAGEMENT LLC

Other Investors

WILLIAM EMERSON HOUCK
ATHANASIOS KOLEFAS
HARLI LYNN PALME
LESLIE ANN YOUNG
CHAD EVANS FOSTER
BENJAMIN MATTHEW BLAKE
Kevin Javier Stewart
ERIN LYNN VILLAMIZAR

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

More in Westwood, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor