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Est. 2026The front page of wealth managementNew York

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Chief Operating Officer · Modera Wealth Management, LLC

Shelly Kapoor

CRD 8302213 · Named on Form ADV at one SEC-registered adviser

At a glance

Modera Wealth Management, LLC, an SEC-registered wealth manager based in Westwood, NJ with $17.7 billion in regulatory assets, lists Shelly Kapoor on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

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Shelly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (14)

9 more people named with Shelly on the same filings, with titles and firms. Free in Atlas with a free account.

See all 14 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shelly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.