Moody Capital Solutions, Inc

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Alpharetta, Georgia
CRD number
15989
Registered since
January 3, 1985

Firm profile

FINTRX

Overview

Moody Capital Solutions, Inc. is organized as a corporation and has been SEC-registered since 1985. The firm is classified in the dataset as an investment bank and is listed under owner type "Domestic Entity | Individual." Available records indicate the firm does not operate as a capital allocator and is not identified as an active ESG investor. The dataset also flags the firm as not being a multi-state adviser, not newly formed, and not a pension consultant or related adviser. FINTRX does not provide descriptions of Moody Capital Solutions’ advisory activities, client segments, or business lines, so there is limited public detail about whether the firm focuses on underwriting, M&A advisory, capital markets execution, or any wealth-management-type services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Robert Rosenstein

    President, CEOCRD 2195737

Contacts

3 of 6
  • Brian Lenart

    Brian Lenart

    FinOpCRD 736107

  • Shawn Ellis

    Shawn Ellis

    Managing DirectorCRD 4609980

  • David Walters

    David Walters

    Registered RepresentativeCRD 1436760

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth