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Inactive

Marley Danielle Smith

Modera Wealth Management, LLC

Wayne, PA

Westwood, NJ

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-04-03
  • PA RA
    APPROVED
    Since 2024-04-03

Branch Locations

620 Lee Rd #100, Wayne, PA 19087 • United States

56 Jefferson Avenue, Westwood, NJ 07675 • 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 Wayne PA 06/2022 05/2023
Modera Wealth Management Wayne PA 05/2023 Present
The Pennsylvania State University State College PA 01/2020 05/2023
Brandywine Heights High School Mertztown PA 08/2015 06/2019
The Bally Spring Inn Bally PA 06/2014 01/2022
Susquehanna University Selinsgrove PA 08/2019 12/2019
The Pennsylvania State University State College PA 08/2020 05/2023
  • 06/2022 → 05/2023
    Modera Wealth Management
    Wayne, PA
  • 05/2023 → Present
    Modera Wealth Management
    Wayne, PA
  • 01/2020 → 05/2023
    The Pennsylvania State University
    State College, PA
  • 08/2015 → 06/2019
    Brandywine Heights High School
    Mertztown, PA
  • 06/2014 → 01/2022
    The Bally Spring Inn
    Bally, PA
  • 08/2019 → 12/2019
    Susquehanna University
    Selinsgrove, PA
  • 08/2020 → 05/2023
    The Pennsylvania State University
    State College, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-03
  • S65 Uniform Investment Adviser Law Examination
    2024-04-03
Other Names
  • Marley Danielle Turbett

View on SEC IAPD

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TODOROW CAPITAL PARTNERS LLC
HARVEST FUND ADVISORS LLC
ACT CAPITAL MANAGEMENT, LLC
FOCUS PARTNERS WEALTH, LLC

Other Investors

JUSTIN J HILL
Kelly F Bashore
KENT RUSSELL ADDIS
Flynn Michael Ryan
DANIEL BROOKS
PETER MASTROMARCO
KENNETH WAYNE LISKEY
Colleen Maura Lotto

Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA
TODOROW CAPITAL PARTNERS LLC · WAYNE, PA
HARVEST FUND ADVISORS LLC · WAYNE, PA
ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA
FOCUS PARTNERS WEALTH, LLC · Wayne, PA

More in Wayne, PA

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