MOODY CAPITAL SOLUTIONS, INC

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
ALPHARETTA, Georgia
CRD number
15989
Registered since
January 3, 1985

Firm profile

FINTRX

Overview

Moody Capital Solutions, Inc. is organized as a corporation and has been SEC-registered since 1985. The firm is classified in the data set as an investment bank rather than a traditional registered investment adviser or wealth manager. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is likewise not recorded as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The available information does not include descriptions of its client types, fee arrangements, or specific advisory activities.

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

1 of 1
  • ROBERT ROSENSTEIN

    President, CEOCRD 2195737

Contacts

3 of 6
  • BRIAN LENART

    FinOpCRD 736107

  • SHAWN ELLIS

    Managing DirectorCRD 4609980

  • DAVID WALTERS

    Registered RepresentativeCRD 1436760

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

ALPHARETTA, GA

FULTON

Location

ALPHARETTA, GA

Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
12807 Doe Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth