Moody Capital Solutions, Inc

Broker-DealerFINRA Member

Total AUM

—

Advisory reps

11

Avg account

$0

Firm details

Headquarters: Alpharetta, Georgia
CRD number: 15989
Registered since: January 3, 1985
Website: moodycapital.com

Firm profile

FINTRX

Overview

Moody Capital Solutions, Inc. is organized as a corporation and is classified as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. Public records supplied minimal operational detail: the firm is not identified as a capital allocator, does not report active ESG investing, and is not flagged as a pension consultant, a related adviser, or a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Robert Rosenstein
President, CEOCRD 2195737

Contacts

3 of 10

Richard Kreger
Senior Managing DirectorCRD 2647135
Charles Smulevitz
Senior Compliance ManagerCRD 5099387
Brian Lenart
FinOpCRD 736107

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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