Modern Capital Securities Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 130876
- Registered since
- July 7, 2004
- Website
- www.moderncap.com
Firm profile
FINTRXOverview
Modern Capital Securities Inc. is organized as a corporation and has been SEC-registered since 2004. Publicly available snapshot fields indicate ownership ties to both a domestic entity and an individual, but the firm is listed as "unclassified" for its business type and provides no granular description of its advisory activities or client focus. Registry flags show it is not identified as a capital allocator, is not active on ESG investing, and is not designated as a pension consultant or related adviser. The firm has supplied minimal information about its activities and affiliations, so there is little on record about its service model, fee structure, or target client segments. The absence of detailed public disclosure makes it difficult to infer how the firm positions itself in the marketplace beyond these basic regulatory descriptors.
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
3 of 3
Bradley Atkins
CEOCRD 2963790

Yupeng Fu
President and Chief Executive OfficerCRD 6249093

Cassandra Woodward
Chief Operating OfficerCRD 2956369
Contacts
3 of 38
Andrew Tressler
Registered RepresentativeCRD 2776349
Dhrumil Parikh
Registered RepresentativeCRD 5815095

Adam Seidman
Investment SpecialistCRD 6796115
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 7780 Brier Creek Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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