Modern Capital Securities Inc.

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
43
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
130876
Registered since
July 7, 2004

Firm profile

FINTRX

Overview

Modern Capital Securities Inc. is organized as a corporation and is recorded with the SEC since 2004. Ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as “unclassified,” and available records do not enumerate specific advisory or business activities. The dataset flags the firm as not operating as a capital allocator and not active on ESG investing. It is also marked as not being a multi-state adviser, not newly formed, and not a pension consultant. Beyond those registration and status attributes, the profile contains limited public detail about client segments, fee schedules, or service lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Matthew Eller

    Matthew Eller

    CEO & FounderCRD 5930109

  • Bradley Atkins

    Bradley Atkins

    CEOCRD 2963790

  • Yupeng Fu

    Yupeng Fu

    President and Chief Executive OfficerCRD 6249093

Unlock 1 more executives

Contacts

3 of 39
  • Andrew Tressler

    Andrew Tressler

    Registered RepresentativeCRD 2776349

  • Dhrumil Parikh

    Registered RepresentativeCRD 5815095

  • Adam Seidman

    Adam Seidman

    Investment SpecialistCRD 6796115

Unlock 36 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth