Caitlin Marie Heery

Current Employers

Employment History

• 10/2017 → 03/2023
  The Mahoney Group Of Raymond James
  West Nyack, NY
• 06/2013 → 10/2017
  Gm Advisory Group
  Melville, NY
• 04/2023 → 02/2025
  Modera Wealth Management, Llc
  Westwood, NJ
• 02/2025 → Present
  Modera Wealth Management, Llc
  Westwood, NJ

Previous Registrations

• 2018-11-26 → 2023-04-21
  Raymond James & Associates, Inc.
  West Nyack, NY

Other Businesses

(1)Name of Business: Heery Turf Solutions Address: 67 Ashburn Avenue, Manahawkin, NJ, 08050, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my husbands company. I am not an employee but am authorized on the bank accounts. (2)Name of Business: Ocean Beach Address: 67 Ashburn Ave, Manahawkin, NJ, 07030, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own a bungalow with my husband that we rent out (3)Name of Business: Rand Realty Address: 67 Ashburn Ave, Manahawkin, NJ, 08050, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Agent Investment Related: Yes Start Date: 01/14/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am an inactive agent that obtained my license in 2017- in referral status

Exams

• S66 Uniform Combined State Law Examination
  2018-11-20

Designations

Other Names

• Caitlin Heery