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RIA / WealthAdvisorCertified Financial Planner19 years in industry

CHAD EVANS FOSTER

Advisor at MODERA WEALTH MANAGEMENT, LLC

ASHEVILLE, NC | WESTWOOD, NJ

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Search this name across graphsid dfx:ria:399cfe0c-e8e1-7b2d-4463-b6727256f200

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 5, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MODERA WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 4, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 4, 2006
First registration: Oct 5, 2006
Dual registered: no
IAPD individual key: 5195729

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MODERA WEALTH MANAGEMENT, LLC	Independent wealth	Apr 26, 2023	n/a	yes	ASHEVILLE, NC\|WESTWOOD, NJ	Current employment
PARSEC FINANCIAL	Former SEC adviser	Apr 24, 2014	Apr 27, 2023	no	ASHEVILLE, NC	Previous registration
Stratwealth	Former SEC adviser	May 7, 2010	Jan 17, 2013	no	FULTON, MD	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 5, 2006	Dec 14, 2006	no	OWINGS MILLS, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PARSEC FINANCIAL	MODERA WEALTH MANAGEMENT, LLC	Apr 27, 2023	Apr 26, 2023	-1	Bulk transfer	RIA to RIA
Stratwealth	PARSEC FINANCIAL	Jan 17, 2013	Apr 24, 2014	462	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	Stratwealth	Dec 14, 2006	May 7, 2010	1,240	Firm change after gap	Other

Relationships

Registered with (4)

→ MODERA WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 26, 2023 to presentfactForm ADV
→ PARSEC FINANCIALRegistered adviserregistration: previous registration
Apr 24, 2014 to Apr 27, 2023factForm ADV
→ STRATWEALTHRegistered adviserregistration: previous registration
May 7, 2010 to Jan 17, 2013factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 5, 2006 to Dec 14, 2006factForm ADV

Dated events

No dated event names this entity yet.