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. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or wealth manager. Ownership is listed as a mix of a domestic entity and an individual. The firm’s FINTRX profile indicates a limited advisory footprint: it is not flagged as an active ESG investor, it does not operate as a multi-state adviser, and it is not identified as a pension consultant or related adviser. Other detailed business and advisory activities were not provided in the source data.
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 10
Richard Kreger
Senior Managing DirectorCRD 2647135

Charles Smulevitz
Senior Compliance ManagerCRD 5099387

Brian Lenart
FinOpCRD 736107
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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