Role at Modera Wealth Management
- Title on Schedule A
- Elected Manager and Chief Executive Officer
- Control
- Thomas Orecchio is a control person of Modera Wealth Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Thomas Orecchio has held the filed role since November 2010.
The firm
Form ADV filed 14 September 2026
Career on record
Thomas Orecchio has been registered through Modera Wealth Management since January 2011, and before that through Modera Wealth Management.
- – present · 16 yearsWestwood, NJ · Adviser representative · Firm CRD 155649
- Modera Wealth Management– · 9 yearsOld Tappan, NJ · Adviser representative · Firm CRD 105184
- Passed Series 65 · 1995
- Passed Series 7 · 1994
- Passed Series 63 and Series 6 · 1990
Registrations and exams
Thomas Orecchio has a current investment-adviser registration in New Jersey and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| New Jersey | Investment adviser representative | Approved | 3 January 2011 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 September 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 December 1990 |
| Series 7 | General Securities Representative Examination | 11 October 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 December 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Thomas Anthony Orecchio
- CRD
- 2111250
- Registration status
- Investment adviser registration
- Office
- 56 JEFFERSON AVENUE, Westwood, NJ 07675
- 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 Tom Orecchio as chief executive officer, wealth manager and principal. His biography says he joined Greenbaum and Associates in 1995 and remained a principal as it evolved into Modera. Modera official biography
Common questions
Where does Thomas Orecchio work?
Thomas Orecchio has held the title Elected Manager and Chief Executive Officer at Modera Wealth Management, LLC since November 2010, and is a control person of the firm.
Is Thomas Orecchio a financial advisor?
Yes. Thomas Orecchio has a current investment-adviser registration in New Jersey, through Modera Wealth Management since January 2011, as of 17 October 2026.
How many years of experience does Thomas Orecchio have?
Thomas Orecchio has worked in the financial industry for 24 years as of 17 October 2026, counted from 25 June 2002, across 2 adviser firms.
What exams has Thomas Orecchio passed?
Thomas Orecchio has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in December 1990.
Where did Thomas Orecchio work before Modera Wealth Management?
Before Modera Wealth Management, Thomas Orecchio was registered through Modera Wealth Management, June 2002 to December 2010.
Where is Thomas Orecchio based?
Thomas Orecchio’s registered office is in Westwood, NJ.
Leadership at Modera Wealth Management
- Joseph McCuinePresident
- James KippChief Financial Officer
- Shelly KapoorChief Operating Officer
- Theresa DaysChief Compliance Officer and Principal
- John CeparanoElected Manager
- 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