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Aaron Mark Mellman

Modera Wealth Management, LLC

Atlanta, GA

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-22
GA RA APPROVED 2020-04-03
  • TX RA
    APPROVED
    Since 2024-11-22
  • GA RA
    APPROVED
    Since 2020-04-03

Branch Locations

Glenridge Highlands One 5555 Glenridge Connector, Suite 150, Atlanta, GA 30342 • 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
Indigo Payments Atlanta GA 10/2015 03/2018
Axa Advisors Llc New York NY 04/2018 06/2018
Macy's Atlanta GA 05/2018 07/2018
Ameriprise Financial Services, Inc Atlanta GA 06/2018 03/2020
Modera Wealth Management, Llc Westwood NJ 03/2020 Present
  • 10/2015 → 03/2018
    Indigo Payments
    Atlanta, GA
  • 04/2018 → 06/2018
    Axa Advisors Llc
    New York, NY
  • 05/2018 → 07/2018
    Macy's
    Atlanta, GA
  • 06/2018 → 03/2020
    Ameriprise Financial Services, Inc
    Atlanta, GA
  • 03/2020 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-18
S63 Uniform Securities Agent State Law Examination 2018-07-21
  • S65 Uniform Investment Adviser Law Examination
    2018-08-18
  • S63 Uniform Securities Agent State Law Examination
    2018-07-21
Designations
Other Names
  • Aaron Mellman

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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