Mindy Lynn Cleaveland Neira
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.
Mindy Lynn Cleaveland Neira is an investment adviser representative with Modera Wealth Management, LLC in Boston, MA, where they have been registered since 2018. They have worked in the securities industry since 2011 and have been registered with 3 firms, including Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
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.
- Fidelity InvestmentsJun 2011 – Aug 2018New York, NY
- Fidelity Personal AND Workplace AdvisorsJul 2018 – Aug 2018Boston, MA
- Modera Wealth Management, LLCSep 2018 – no end date reportedWestwood, NJ
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. Mindy Lynn Cleaveland Neira 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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