Kelly Porter Guadagnino
Investment Adviser Representative at Modera Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelly Porter Guadagnino is an investment adviser representative with Modera Wealth Management, LLC in Charlotte, NC, where they have been registered since 2023, the year they entered the securities industry. They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Modera Wealth Management, LLCJan 2023 – no end date reportedWestwood, NJ
- Battery Global AdvisorsSep 2019 – Jan 2023Boston, MA
- PWCOct 2018 – Sep 2019Boston, MA
- ELON University Center FOR LeadershipSep 2014 – May 2018Elon, NC
- ELON UniversityAug 2014 – May 2018Elon, NC
- UnemployedMay 2018 – Oct 2018Boston, MA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Modera Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
NAPFA provides a financial planner search/referral service, member education and continuing education, professional connections, business development resources, advocacy, and access to educational partnerships. NAPFA-affiliated planners offer comprehensive, client-centered financial planning on a fee-only, fiduciary basis.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 127
- Offices listed on AdvisorFinder:
- 22
- Main office:
- Westwood, NJ
- SEC file number:
- 801-71973
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Modera Wealth Management, LLC
Showing 12 of 127 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelly Porter Guadagnino has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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