Cortez, Steven, Edward

Ownership stakes

• Modera Wealth Management, Llc
  Member · 25% – 50% · Dec 2024
• Plancorp, Llc
  Member · 25% – 50% · Jun 2024
• Wms Partners, Llc
  Member · 25% – 50% · Apr 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗