Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Contact
Mindy Lynn Cleaveland Neira
Location
56 Jefferson Avenue, Westwood, NJ, 07675
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
Exams
Additional Information
Mindy received a B.A. in economics and psychology from the University of Maryland. She is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Special Needs Consultant®. She is NAPFA Diversity Equity and Inclusion (DEI) certified, a past co-chair of the NAPFA DEI Steering Committee and recipient of the NAPFA Inspiring Leader Award. She is also a member of the New Jersey Pride Chamber of Commerce, the Association of African American Financial Advisors, and volunteers with Advisers Give Back.