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Benjamin Matthew Blake

Modera Wealth Management, LLC

Westwood, NJ

Fort Collins, CO

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-19
  • MA RA
    APPROVED
    Since 2026-03-19

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Fort Collins, CO • 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
Ab-Technical Community College Asheville NC 08/2009 12/2016
Parsec Financial Management Asheville NC 01/2017 01/2020
Parsec Financial Management Asheville NC 01/2020 04/2023
Modera Wealth Management, Llc Westwood NJ 04/2023 Present
  • 08/2009 → 12/2016
    Ab-Technical Community College
    Asheville, NC
  • 01/2017 → 01/2020
    Parsec Financial Management
    Asheville, NC
  • 01/2020 → 04/2023
    Parsec Financial Management
    Asheville, NC
  • 04/2023 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
  • 2017-03-20 → 2023-04-27
    Parsec Financial
    Asheville, NC
    Fort Collins, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-20
  • S65 Uniform Investment Adviser Law Examination
    2017-03-20
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
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

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