Moody Capital Solutions, Inc

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
8
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 listed as a corporation that has been SEC-registered since 1985 and is classified in FINTRX as an investment bank. The firm’s ownership is recorded as a combination of a domestic entity and an individual. The FINTRX snapshot flags the firm as not acting as a capital allocator and not as an active ESG investor; it is also not identified as a multi-state adviser, pension consultant, or related adviser. The firm did not supply descriptive entries for business activities, advisory services, client types, or affiliations in the provided FINTRX record. That limits visibility into its product mix, distribution model, and target clientele beyond the structural classification noted above.

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

1 of 1
  • Robert Rosenstein

    President, CEOCRD 2195737

Contacts

3 of 7
  • Brian Lenart

    Brian Lenart

    FinOpCRD 736107

  • Stephen Kann

    Stephen Kann

    Managing DirectorCRD 1641281

  • Shawn Ellis

    Shawn Ellis

    Managing DirectorCRD 4609980

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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