Bowman Rye Thayer
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, LLCMay 2021 to now
- Morgan & Morgan PcJan 2020 to Mar 2020
- Belmont CondominiumMay 2019 to Aug 2019
- Arnone Elementary SchoolNov 2018 to May 2019
- The Lanes Bowl & BistroMay 2018 to Aug 2018
- Stonehill CollegeAug 2017 to May 2021
- Vetorino's LandscapingJun 2017 to Aug 2017
- Hannafords SupermarketDec 2016 to Jun 2017
- South Burlington High SchoolJan 2012 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7541407
- Firm CRD
- 155649