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 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
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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