Justin Charles Viviano
Investment adviser representative at Modera Wealth Management, LLC
10 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
10 years in the industry.
- Modera Wealth Management, LLCMay 2026 to now
- The Vanguard Group, Inc.May 2022 to May 2026
- Vivi InternationalMay 2021 to May 2022
- Suntrust Advisory Services, Inc.Oct 2019 to May 2021
- Suntrust Investment Services,inc.Oct 2019 to May 2021
- UBS Financial Services Inc.Nov 2018 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2018 to Nov 2018
- JP Morgan Securities LLCJul 2017 to Feb 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2016 to Jun 2017
- Fidelity Brokerage Services, LLCMay 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
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
- 6332556
- Firm CRD
- 155649