Shelly Kapoor
Chief Operating OfficerModera Wealth Management, LLCCRD 8302213
About Shelly Kapoor
Shelly Kapoor is listed as Chief Operating Officer at Modera Wealth Management, LLC in Westwood, NJ. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Modera Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Shelly Kapoor work?
Shelly Kapoor is listed as Chief Operating Officer at Modera Wealth Management, LLC on SEC Form ADV.
How much of Modera Wealth Management, LLC does Shelly Kapoor own?
Form ADV reports a beneficial ownership band of Under 5%.
Modera Wealth Management, LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |