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 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
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 7
Brian Lenart
FinOpCRD 736107

Stephen Kann
Managing DirectorCRD 1641281

Shawn Ellis
Managing DirectorCRD 4609980
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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