DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Justin Charles Viviano

Modera Wealth Management, LLCindependent RIACharlotte, Nc IA-onlyIAPD 6332556

Certified Financial Planner

Feed of 09/14/2026

Also filed as Justin C. Viviano

At current firm

0 y

since May 18, 2026

In the industry

12 y

since Jun 23, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Modera Wealth Management, LLC independent RIA current
since May 18, 2026 · Westwood, Nj
Vanguard Advisers, Inc. BD affiliated
Jun 3, 2022 to May 20, 2026 · Charlotte, Nc
Truist Advisory Services, Inc. BD affiliated
Oct 9, 2019 to Jun 15, 2021 · Ponte Vedra Beach, Fl
UBS Financial Services Inc. wirehouse
Jan 25, 2019 to Sep 25, 2019 · Washington, Dc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 5, 2018 to Nov 23, 2018 · Bethesda, Md
J.P. Morgan Securities LLC wirehouse
Jul 14, 2017 to Feb 28, 2018 · Westerville, Oh
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 18, 2017 to Jul 3, 2017 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

Vanguard Advisers, Inc. to Modera Wealth Management, LLC
left May 20, 2026, registered May 18, 2026 (-2 days) · Affiliated broker-dealer or bank to independent RIA
Truist Advisory Services, Inc. to Vanguard Advisers, Inc.
left Jun 15, 2021, registered Jun 3, 2022 (353 days) · Affiliated broker-dealer or bank to another
UBS Financial Services Inc. to Truist Advisory Services, Inc.
left Sep 25, 2019, registered Oct 9, 2019 (14 days) · Wirehouse to affiliated broker-dealer or bank
Merrill Lynch, Pierce, Fenner & Smith Incorporated to UBS Financial Services Inc.
left Nov 23, 2018, registered Jan 25, 2019 (63 days) · Wirehouse to wirehouse
J.P. Morgan Securities LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Feb 28, 2018, registered Mar 5, 2018 (5 days) · Wirehouse to wirehouse
Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Securities LLC
left Jul 3, 2017, registered Jul 14, 2017 (11 days) · Wirehouse to wirehouse · moved with a team

Signals

Justin Charles Viviano left Vanguard Advisers, Inc. for Modera Wealth Management, Llc (registered 2026-05-18)
May 20, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address