TA
Thomas Anthony Orecchio
CRD 2111250
Certified Financial Planner
Chartered Financial Consultant
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Modera Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Modera Wealth Management, Llc
Elected Manager And Chief Executive Officer · Less than 5% · Dec 2024
-
Modera Wealth Management, Llc
Shareholder · 25% – 50% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗