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Modera Wealth Management, LLC CRD 155649
$17.7B regulatory AUM 43 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
56 Jefferson Avenue, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-31 |
Branch Locations
56 Jefferson Avenue, Westwood, NJ 07675 • United States
582 Bellerive Road, #4D, Annapolis, MD 21409 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda | MD | 03/2020 | 01/2022 |
| Full-Time Education | Emmitsburg | MD | 08/2014 | 12/2019 |
| Whiskey Creek Golf Club | Ijamsville | MD | 03/2012 | 08/2019 |
| Hmf Paving And Contractors | Frederick | MD | 05/2016 | 11/2016 |
| Northwestern Mutual | Frederick | MD | 06/2018 | 08/2018 |
| Merrill Lynch Wealth Management | Frederick | MD | 06/2019 | 08/2019 |
| Unemployed | Frederick | MD | 12/2019 | 03/2020 |
| Frederick Community College | Frederick | MD | 01/2017 | 12/2017 |
| Mount St. Mary's University | Emmitsburg | MD | 01/2018 | 12/2019 |
| Woodmont Country Club | Rockville | MD | 04/2019 | 11/2019 |
| Bank Of America N.A. | North Bethesda | MD | 06/2020 | 01/2022 |
| Bogart Wealth, Llc | Mclean | VA | 02/2022 | 10/2022 |
| Osaic Wealth, Inc. | Mclean | VA | 11/2022 | 09/2025 |
| Abich Financial Wealth Management | Ashburn | VA | 10/2025 | 12/2025 |
| Modera Wealth Management, Llc | Westwood | NJ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-05 |
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