Benjamin Matthew Blake

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2017-03-20

Designations

• Certified Financial Planner