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Joseph Mccuine

President at Modera Wealth Management

No current adviser or broker registrationSEC record checked 17 October 2026

1
Past adviser firms
1
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Joseph Mccuine is President of Modera Wealth Management, LLC, a Westwood investment adviser managing $17.7B. Joseph Mccuine has past investment-adviser registrations through 1 firm and has passed the Series 3.

Role at Modera Wealth Management

Title on Schedule A
President
Control
Joseph Mccuine is a control person of Modera Wealth Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Joseph Mccuine has held the filed role since January 2026.

The firm

Modera Wealth Management, LLC
Westwood, NJ

Form ADV filed 14 September 2026

$17.7B AUM6,308 clients106 advisers24 offices

Career on record

Firms and exams, newest first
  1. Scs Capital Management LLC
    – · 4 years
    Boston, MA · Adviser representative · Firm CRD 122258
  2. Passed Series 3 · 2013

Registrations and exams

No current adviser or broker registration. Joseph Mccuine has passed 1 qualifying exam.

Examinations

Series 326 February 2013
Name
National Commodity Futures Examination

Individual record

Full name
Joseph Edward Mccuine
CRD
2045924
Firm
Modera Wealth Management, LLC
Registration status
No current adviser or broker registration
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 Joe McCuine as president and principal. His biography says he joined Modera in 2023 and earned a BS in economics from the Wharton School of the University of Pennsylvania. Modera official biography

Common questions

Where does Joseph Mccuine work?

Joseph Mccuine has been President of Modera Wealth Management, LLC since January 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 14 September 2026

Does Joseph Mccuine have a current investment-adviser registration?

Joseph Mccuine has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Joseph Mccuine passed?

Joseph Mccuine passed the Series 3 in February 2013.

Source: IAPD individual record, checked 17 October 2026

Where was Joseph Mccuine previously registered as an investment adviser?

Joseph Mccuine has past investment-adviser registrations through Scs Capital Management LLC, February 2017 to January 2021, across 1 firm.

Source: IAPD individual record, checked 17 October 2026

Leadership at Modera Wealth Management

  • Thomas Orecchio
    Elected Manager and Chief Executive Officer
  • James Kipp
    Chief Financial Officer
  • Shelly Kapoor
    Chief Operating Officer
  • Theresa Days
    Chief Compliance Officer and Principal
  • John Ceparano
    Elected Manager
  • Sarah Dergarabedian
    Elected Manager
  • Regan Fad
    Chief Legal Officer
  • Gaurav Mallik
    Chief Investment Officer
  • George Padula
    Elected Manager
  • Benjamin Robins
    Appointed Manager
  • Patrick Runyen
    Elected Manager
  • Ethan Wang
    Appointed Manager
  • Mark Willoughby
    Elected Manager
  • Michael Ziemer
    Elected Manager

Sources

  1. IAPD individual record, CRD 2045924. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Modera Wealth Management, LLC, filed 14 September 2026. Title, control and ownership bands.
  3. Modera Wealth Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Joseph Mccuine or Modera Wealth Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.