Omar E Smith
Financial advisor at Modera Wealth Management, LLC · Westwood, NJ
Last updated 2026-10-10
Claim your profileOmar E Smith is a financial advisor at Modera Wealth Management, LLC in Westwood, NJ, CRD 8289192. Licenses and exams on the registration: Series 65. IAPD registration began 2026-08-21.
Registration
- CRD number
- 8289192
- Registration status
- Active
- IAPD registration
- 2026-08-21
- Industry Experience
- 0 years
- Work Experience
- 10 years
- States registered
- NC
Licenses and exams
- Series 65
Work history
- 2026-04 to Present · Modera Wealth Management, LLC · Westwood, NJ
- 2019-11 to 2026-04 · Tdg Financial LLC · Arden, NC
- 2018-08 to 2019-11 · Cvs · Asheville, NC
- 2016-06 to 2018-08 · Walgreens · Asheville, NC
Current employment
- Modera Wealth Management, LLC · Westwood, NJ
Modera Wealth Management, LLC
- Regulatory AUM
- $17,678,214,162
- Registered advisors
- 135
- Offices
- 49
- Clients per advisor
- 46.7 (Low)
- Average AUM per client
- $2.8M (Low)
- High-net-worth client ratio
- 54.6% (High)
Modera Wealth Management, LLC: advisors, services and reported ETF investments
About
Omar E Smith is a financial advisor at Modera Wealth Management, LLC in Westwood, NJ. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 10 years of reported work history.
Modera Wealth Management, LLC's firm-level Form ADV reports 135 advisors across 49 offices; approximately 46.7 clients per advisor, average assets per client of $2,802,507, and regulatory AUM of $17.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $7.1B across 301 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Omar E Smith personally.
Reported ETF positions
Modera Wealth Management reports 301 ETF positions worth $7.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VUG — Vanguard Morningstar Growth ETF | $662.4M |
| VTV — Vanguard Morningstar Value ETF | $398.9M |
| VIG — Vanguard Div Appreciation ETF | $392.7M |
| VEA — Vanguard FTSE Developed Markets ETF | $374.6M |
| IEFA — iShares Core MSCI EAFE ETF | $352.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Modera Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | MGC — Vanguard Morningstar Mega Cap ETF | $18.1M | Top 99.5% | Peer conviction 79.0% · Active return +3.51% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $18.1M | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | DFGP — Dimensional Global Core Plus Fixed Income ETF | $10.2M | Top 99.6% | Residual alpha +1.15% · Residual Sharpe 0.26 |
| Diversification Benefits | LDUR — PIMCO Enhanced Low Duration Active Exchange-Traded Fund | $6.6M | Top 92.5% | Replicability (R²) 84.8% · Residual Sharpe 0.31 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Modera Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
Location
56 Jefferson Avenue, Westwood, NJ 07675
101 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (201) 768-4600
- Website: napfa.org
- Youtube
Official record
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