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. Public disclosures identify the owner type as a combination of a domestic entity and an individual, and the firm is classified in available records as "unclassified." The snapshot indicates the firm does not position itself as a capital allocator and is not marked as an active ESG investor. Available source fields for client base, fee structure, business activities and advisory activities are blank, so there is limited public information about the firm's target clients, fee model or the services it delivers. Several regulatory indicators also note it is not a multi-state adviser, not newly formed, and not a pension consultant.
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 4
Matthew Eller
CEO & FounderCRD 5930109

Bradley Atkins
CEOCRD 2963790

Yupeng Fu
President and Chief Executive OfficerCRD 6249093
Contacts
3 of 39
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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