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DINA MEGRETSKAIA
CRD#: 6641939
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Investment Adviser
MODERA WEALTH MANAGEMENT, LLCCRD#: 155649 535 BOYLSTON STREET
SUITE 300
BOSTON, MA 02116
Registration History
20162017201820192020202120222023202420252026IAMODERA WEALTH MANAGEMENT, LLC (CRD# 155649)2019 - Present (5 years)IAROCKWOOD WEALTH MANAGEMENT, LLC (CRD# 137481)2016 - 2019 (3 years)
License(s)

State Registrations

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Massachusetts 7/24/2019

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Texas 3/23/2021

Current Registration(s)
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MODERA WEALTH MANAGEMENT, LLC (CRD#:155649)
535 BOYLSTON STREET SUITE 300, BOSTON, MA 02116
Registered with this firm since 7/24/2019

Previous Registration(s)
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06/07/2016 - 06/20/2019 ROCKWOOD WEALTH MANAGEMENT, LLC (CRD#:137481) NEW HOPE, PA
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.