Best Investors Account Sign in
Inactive

Erica Jane Yount

Modera Wealth Management, LLC

Charlotte, NC

Claim This Profile
Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-06
NC RA APPROVED 2020-01-02
  • TX RA
    APPROVED
    Since 2025-03-06
  • NC RA
    APPROVED
    Since 2020-01-02

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
OrganizationCityStateFromTo
Signupgenius Charlotte NC 04/2016 02/2017
Keatley Wealth Management, Llc Charlotte NC 03/2017 12/2019
Modera Wealth Management, Llc Westwood NJ 01/2020 Present
  • 04/2016 → 02/2017
    Signupgenius
    Charlotte, NC
  • 03/2017 → 12/2019
    Keatley Wealth Management, Llc
    Charlotte, NC
  • 01/2020 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
  • 2017-08-04 → 2019-12-31
    Keatley Wealth Management, Llc
    Charlotte, NC
Designations
Other Names
  • Erica Jane Samchalk

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
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, 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