William Edward Stadler
Investment adviser representative at Modera Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Modera Wealth Management, LLCApr 2026 to now
- UnemployedOct 2025 to Apr 2026
- Mercer Global Advisors Inc.May 2023 to Oct 2025
- Post UniversityOct 2015 to May 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NC).
Modera Wealth Management, LLC
$17.7BAssets managed
6,308Clients
135Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4395370
- Firm CRD
- 155649