Role at Modera Wealth Management
- Title on Schedule A
- Elected Manager
- Control
- John Ceparano is a control person of Modera Wealth Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- John Ceparano has held the filed role since May 2018.
The firm
Form ADV filed 14 September 2026
Career on record
John Ceparano has been registered through Modera Wealth Management since July 2014, and before that through Creative Capital Fiduciaries, LLC and Joseph Financial Of Smithtown, LLC.
- – present · 12 yearsInverness, FL · Adviser representative · Firm CRD 155649
- Creative Capital Fiduciaries, LLC– · under a yearHernando, FL · Adviser representative · Firm CRD 150660
- Joseph Financial Of Smithtown, LLC– · under a yearHernando, FL · Adviser representative · Firm CRD 154178
- Joseph Capital Management, LLC– · 13 yearsHernando, FL · Adviser representative · Firm CRD 116156
- Passed Series 65 · 2001
Registrations and exams
John Ceparano has a current investment-adviser registration in Florida and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Florida | Investment adviser representative | Approved | 7 July 2014 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 August 2001 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- John Joseph Ceparano
- CRD
- 2582424
- Registration status
- Investment adviser registration
- Office
- 221 W. MAIN ST., SUITE A, Inverness, FL 34450
- Firm bio
- moderawealth.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Modera identifies John Ceparano as a wealth manager and principal. His biography says he earned a BS in accounting from St. John’s University and a Master of Taxation from Florida Atlantic University. Modera official biography
Common questions
Where does John Ceparano work?
John Ceparano has held the title Elected Manager at Modera Wealth Management, LLC since May 2018, and is a control person of the firm.
Is John Ceparano a financial advisor?
Yes. John Ceparano has a current investment-adviser registration in Florida, through Modera Wealth Management since July 2014, as of 17 October 2026.
How many years of experience does John Ceparano have?
John Ceparano has worked in the financial industry for 24 years as of 17 October 2026, counted from 28 November 2001, across 4 adviser firms.
What exams has John Ceparano passed?
John Ceparano passed the Series 65 in August 2001.
Where did John Ceparano work before Modera Wealth Management?
Before Modera Wealth Management, John Ceparano was registered through Creative Capital Fiduciaries, LLC, May 2011 to August 2011; Joseph Financial Of Smithtown, LLC, May 2011 to August 2011.
Where is John Ceparano based?
John Ceparano’s registered office is in Inverness, FL.
Leadership at Modera Wealth Management
- Thomas OrecchioElected Manager and Chief Executive Officer
- Joseph McCuinePresident
- James KippChief Financial Officer
- Shelly KapoorChief Operating Officer
- Theresa DaysChief Compliance Officer and Principal
- Sarah DergarabedianElected Manager
- Regan FadChief Legal Officer
- Gaurav MallikChief Investment Officer
- George PadulaElected Manager
- Benjamin RobinsAppointed Manager
- Patrick RunyenElected Manager
- Ethan WangAppointed Manager
- Mark WilloughbyElected Manager
- Michael ZiemerElected Manager