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Chia Yang

Modera Wealth Management, LLC

Charlotte, NC

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-12-18
  • NC RA
    APPROVED
    Since 2023-12-18

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
Modera Wealth Management, Llc Westwood NJ 06/2022 Present
Merrill Lynch Charlotte NC 05/2021 04/2022
Winthrop University Rock Hill SC 08/2018 05/2022
Lewisville High School Richburg SC 08/2014 06/2018
Winthrop University Rock Hill SC 10/2019 12/2020
Arras Foundation Lancaster SC 06/2020 08/2020
Winthrop University Rock Hill SC 06/2019 07/2019
Winthrop University Rock Hill SC 02/2021 05/2021
Winthrop University Rock Hill SC 08/2020 05/2021
  • 06/2022 → Present
    Modera Wealth Management, Llc
    Westwood, NJ
  • 05/2021 → 04/2022
    Merrill Lynch
    Charlotte, NC
  • 08/2018 → 05/2022
    Winthrop University
    Rock Hill, SC
  • 08/2014 → 06/2018
    Lewisville High School
    Richburg, SC
  • 10/2019 → 12/2020
    Winthrop University
    Rock Hill, SC
  • 06/2020 → 08/2020
    Arras Foundation
    Lancaster, SC
  • 06/2019 → 07/2019
    Winthrop University
    Rock Hill, SC
  • 02/2021 → 05/2021
    Winthrop University
    Rock Hill, SC
  • 08/2020 → 05/2021
    Winthrop University
    Rock Hill, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-18
  • S65 Uniform Investment Adviser Law Examination
    2023-12-18
Designations

View on SEC IAPD

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