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 is classified in the dataset as an investment bank. The firm has been SEC-registered since 1985. Ownership is recorded as a combination of a domestic entity and an individual. The information supplied does not describe advisory product lines or specific service offerings; the available fields indicate the firm is not acting as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state adviser. It is also not listed as a pension consultant or as a related adviser to another registered entity.
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
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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