Inactive

Shane David Pouliot

Modera Wealth Management, LLC

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Current Employers

Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2021-08-26

NC RA
APPROVED

Since 2021-08-26

Branch Locations

6101 Carnegie Blvd Suite 220, Charlotte, NC 28209 • 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

Organization	City	State	From	To
Colorado State University	Fort Collins	CO	01/2014	05/2017
Charles Schwab Investment Advisory	Boston	MA	06/2017	09/2019
Boston Hill Advisors	North Andover	MA	09/2019	07/2021
Modera Wealth Management	Westwood	NJ	08/2021	Present

01/2014 → 05/2017

Colorado State University

Fort Collins, CO
06/2017 → 09/2019

Charles Schwab Investment Advisory

Boston, MA
09/2019 → 07/2021

Boston Hill Advisors

North Andover, MA
08/2021 → Present

Modera Wealth Management

Westwood, NJ

Designations

View on SEC IAPD

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