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KELLY JEAN PORTER
CRD#: 7694900
IA
Investment Adviser
MODERA WEALTH MANAGEMENT, LLCCRD#: 155649 535 BOYLSTON STREET, SUITE 300
BOSTON, MA 02116
Registration History
AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IAMODERA WEALTH MANAGEMENT, LLC (CRD# 155649)2023 - Present (2 years)
License(s)

State Registrations

IA
Massachusetts 2/15/2023

Current Registration(s)
IA
MODERA WEALTH MANAGEMENT, LLC (CRD#:155649)
535 BOYLSTON STREET, SUITE 300, BOSTON, MA 02116
Registered with this firm since 2/15/2023

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Disclosures
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