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Lindsay Marie Garrahan

Modera Wealth Management, LLC

Westwood, NJ

Westwood, MA

CRD 7507101

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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:

Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-27
  • MA RA
    APPROVED
    Since 2026-07-27

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

200 Lowder Brook Drive, Suite 2600, Westwood, MA 02090 • 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 01/2026 Present
Rmr Group Newton MA 10/2025 12/2025
Ameriprise Financial Salt Lake City UT 02/2022 08/2025
Salt Lake County Salt Lake City UT 03/2020 02/2022
Utah Arts Festival Salt Lake City UT 03/2019 03/2020
Humane Society Of Utah Salt Lake City UT 01/2017 03/2019
Unemployed Salt Lake City UT 09/2016 12/2016
  • 01/2026 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
  • 10/2025 → 12/2025
    Rmr Group
    Newton, MA
  • 02/2022 → 08/2025
    Ameriprise Financial
    Salt Lake City, UT
  • 03/2020 → 02/2022
    Salt Lake County
    Salt Lake City, UT
  • 03/2019 → 03/2020
    Utah Arts Festival
    Salt Lake City, UT
  • 01/2017 → 03/2019
    Humane Society Of Utah
    Salt Lake City, UT
  • 09/2016 → 12/2016
    Unemployed
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-09
  • S65 Uniform Investment Adviser Law Examination
    2026-07-09

View on SEC IAPD

Nearby Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

WILLIAM EMERSON HOUCK
ATHANASIOS KOLEFAS
HARLI LYNN PALME

Nearby Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ

More in Westwood, NJ

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