Moody Capital Solutions, Inc
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 15989
- Registered since
- January 3, 1985
- Website
- moodycapital.com
Firm profile
FINTRXOverview
Moody Capital Solutions, Inc. is organized as a corporation and has been SEC-registered since 1985. The firm is classified in the dataset as an investment bank and is listed under owner type "Domestic Entity | Individual." Available records indicate the firm does not operate as a capital allocator and is not identified as an active ESG investor. The dataset also flags the firm as not being a multi-state adviser, not newly formed, and not a pension consultant or related adviser. FINTRX does not provide descriptions of Moody Capital Solutions’ advisory activities, client segments, or business lines, so there is limited public detail about whether the firm focuses on underwriting, M&A advisory, capital markets execution, or any wealth-management-type services.
Assets & Accounts
Investments & Alternatives
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
1 of 1Robert Rosenstein
President, CEOCRD 2195737
Contacts
3 of 6
Brian Lenart
FinOpCRD 736107

Shawn Ellis
Managing DirectorCRD 4609980

David Walters
Registered RepresentativeCRD 1436760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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