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 recorded as a corporation that registered with the SEC in 2004. FINTRX labels the firm as "Unclassified" and identifies the owner type as a domestic entity/individual. The dataset indicates the firm is not a capital allocator and is not flagged as an active ESG investor. FINTRX also notes the firm is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Details about the firm's core business activities, advisory services, fee structure, or client segments were not provided in the record.

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

    CEO & FounderCRD 5930109

  • BRADLEY ATKINS

    CEOCRD 2963790

  • YUPENG FU

    President and Chief Executive OfficerCRD 6249093

Unlock 1 more executives

Contacts

3 of 39
  • ANDREW TRESSLER

    Registered RepresentativeCRD 2776349

  • DHRUMIL PARIKH

    Registered RepresentativeCRD 5815095

  • 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