William Alexander Moir
Investment adviser representative at Modera Wealth Management, LLC
14 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
14 years in the industry.
- Modera Wealth Management, LLCMar 2026 to now
- Abich Financial Wealth ManagementOct 2025 to Dec 2025
- Osaic Wealth, Inc.Nov 2022 to Sep 2025
- Bogart Wealth, LLCFeb 2022 to Oct 2022
- Bank of America N.A.Jun 2020 to Jan 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Jan 2022
- UnemployedDec 2019 to Mar 2020
- Merrill Lynch Wealth ManagementJun 2019 to Aug 2019
- Woodmont Country ClubApr 2019 to Nov 2019
- Northwestern MutualJun 2018 to Aug 2018
- Mount St. Mary's UniversityJan 2018 to Dec 2019
- Frederick Community CollegeJan 2017 to Dec 2017
- Hmf Paving and ContractorsMay 2016 to Nov 2016
- Full-time EducationAug 2014 to Dec 2019
- Whiskey Creek Golf ClubMar 2012 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6945141
- Firm CRD
- 155649