Best Investors Account Sign in
Inactive

Suzanne Reichl Malik

Modera Wealth Management, LLC

Westwood, NJ

Wayne, PA

Claim This Profile
Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-01-04
  • PA RA
    APPROVED
    Since 2021-01-04

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

620 Lee Road Suite 100, Wayne, PA 19087 • 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
Independence Advisors, Llc Wayne PA 09/2017 01/2021
Trinity Wealth Management, Llc Berwyn PA 09/2015 07/2017
The Greater Philadelphia Society Of Clinical Hypnosis - 501(C)(6 Berwyn PA 04/2014 12/2017
The International Society Of Hypnosis - 501(C)(3) Berwyn PA 08/2015 12/2017
Modera Wealth Management, Llc Westwood NJ 01/2021 Present
  • 09/2017 → 01/2021
    Independence Advisors, Llc
    Wayne, PA
  • 09/2015 → 07/2017
    Trinity Wealth Management, Llc
    Berwyn, PA
  • 04/2014 → 12/2017
    The Greater Philadelphia Society Of Clinical Hypnosis - 501(C)(6
    Berwyn, PA
  • 08/2015 → 12/2017
    The International Society Of Hypnosis - 501(C)(3)
    Berwyn, PA
  • 01/2021 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
  • 2017-12-14 → 2021-01-04
    Independence Advisors, Llc
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-14
  • S65 Uniform Investment Adviser Law Examination
    2017-12-14
Other Names
  • Suzanne Reichl

View on SEC IAPD

Other Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
PNC WEALTH MANAGEMENT LLC

Other Investors

WILLIAM EMERSON HOUCK
ATHANASIOS KOLEFAS
HARLI LYNN PALME
LESLIE ANN YOUNG
CHAD EVANS FOSTER
BENJAMIN MATTHEW BLAKE
Kevin Javier Stewart
ERIN LYNN VILLAMIZAR

Other Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · WESTWOOD, NJ
LPL ENTERPRISE, LLC · EMERSON, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILLSDALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Hillsdale, NJ
PNC WEALTH MANAGEMENT LLC · EMERSON, NJ

More in Westwood, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor