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

Joseph Glenn Valerio

Modera Wealth Management, LLCindependent RIAPlantation, Fl IA-onlyIAPD 7394193

Certified Financial Planner

Feed of 09/14/2026

Also filed as Joseph Glenn Valerio

At current firm

0 y

since Jul 13, 2026

In the industry

12 y

since Aug 1, 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 Jul 13, 2026 · Westwood, Nj
Northstar Financial Planners, Inc. former
Jan 10, 2025 to Jul 10, 2026 · Plantation, Fl
Merriman former
Oct 12, 2023 to Dec 19, 2024 · Bellevue, Wa
Vanguard Advisers, Inc. BD affiliated
Jul 28, 2022 to Oct 4, 2023 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

Northstar Financial Planners, Inc. to Modera Wealth Management, LLC
left Jul 10, 2026, registered Jul 13, 2026 (3 days) · RIA to RIA · moved with a team
Merriman to Northstar Financial Planners, Inc.
left Dec 19, 2024, registered Jan 10, 2025 (22 days) · RIA to RIA
Vanguard Advisers, Inc. to Merriman
left Oct 4, 2023, registered Oct 12, 2023 (8 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Joseph Glenn Valerio left Northstar Financial Planners, Inc. for Modera Wealth Management, Llc (registered 2026-07-13)
Jul 10, 2026 · Advisor changed firm · fact
Joseph Glenn Valerio left Merriman for Northstar Financial Planners, Inc. (registered 2025-01-10)
Dec 19, 2024 · Advisor changed firm · fact
Joseph Glenn Valerio left Vanguard Advisers, Inc. for Merriman (registered 2023-10-12)
Oct 4, 2023 · 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