Modern Capital Securities Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 130876
- Registered since
- July 7, 2004
- Website
- www.moderncap.com
Firm profile
FINTRXOverview
Modern Capital Securities Inc. is organized as a corporation and has been registered with the SEC since 2004. Publicly reported fields on its business model are sparse: the firm is listed as having domestic entity and individual ownership and is classified as "unclassified" in the available records. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is not recorded as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser to another entity. Details about fee schedules, client segments, specific advisory activities or business lines were not provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Bradley Atkins
CEOCRD 2963790

Yupeng Fu
President and Chief Executive OfficerCRD 6249093

Cassandra Woodward
Chief Operating OfficerCRD 2956369
Contacts
3 of 38
Andrew Tressler
Registered RepresentativeCRD 2776349
Dhrumil Parikh
Registered RepresentativeCRD 5815095

Adam Seidman
Investment SpecialistCRD 6796115
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 7780 Brier Creek Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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