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. The firm is classified in the data set as an investment bank rather than a traditional registered investment adviser or wealth manager. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is likewise not recorded as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The available information does not include descriptions of its client types, fee arrangements, or specific advisory activities.
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 6BRIAN LENART
FinOpCRD 736107
SHAWN ELLIS
Managing DirectorCRD 4609980
DAVID WALTERS
Registered RepresentativeCRD 1436760
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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