Investment adviser representative · Modera Wealth Management, LLC
Chia Yang
CRD 7832878 · Charlotte, NC
At a glance
Chia Yang is an investment adviser representative with Modera Wealth Management, LLC in Charlotte, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Chia’s SEC record dates to 2023, about 2 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Modera Wealth Management, LLCSince December 2023Charlotte, NC · $18B in regulatory assets
SEC adviser record
- Registered since
- 2023 (2 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Chia’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.