Best Investors Account Sign in
Inactive

Kevin Javier Stewart

Modera Wealth Management, LLC

Charlotte, NC

Westwood, NJ

Claim This Profile
Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-09
  • NC RA
    APPROVED
    Since 2026-03-09

Branch Locations

6700 Fairview Rd, Suite 360, Charlotte, NC 28210 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • 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
The Vanguard Group, Inc. Charlotte NC 04/2017 10/2025
Kelly Services Winnsboro SC 01/2017 04/2017
Colonial Life Arena Columbia SC 08/2016 12/2016
Lpl Financial Asheville NC 10/2025 02/2026
Modera Wealth Management, Llc Charlotte NC 03/2026 Present
  • 04/2017 → 10/2025
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2017 → 04/2017
    Kelly Services
    Winnsboro, SC
  • 08/2016 → 12/2016
    Colonial Life Arena
    Columbia, SC
  • 10/2025 → 02/2026
    Lpl Financial
    Asheville, NC
  • 03/2026 → Present
    Modera Wealth Management, Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-15
S63 Uniform Securities Agent State Law Examination 2017-05-17
  • S66 Uniform Combined State Law Examination
    2020-09-15
  • S63 Uniform Securities Agent State Law Examination
    2017-05-17
Designations
Other Names
  • Kevin Stewart

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC
KIAN CAPITAL PARTNERS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor