MODERN CAPITAL ADVISORS, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 131117). Regulatory assets under management: $254.8M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| BILLINGSLEY KENNETH WAYNE | CHIEF COMPLIANCE OFFICER; MEMBER; OWNER | — |
| FANNING JEFFERY ALLEN | MEMBER | — |
| DEWEESE GARY MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| SHANAHAN TERRANCE JAMES | PRESIDENT | — |
| PINEMAN JOHN THOMAS | CCO; CHIEF COMPLIANCE OFFICER | — |
| ATKINS BRADLEY DALE | CCO; MEMBER; OWNER (+1 more) | — |
| LAWSON MICHELLE L | CHIEF COMPLIANCE OFFICER | — |
| WILD KRISTOF | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| Neustrom Brian William | CCO | — |
| LANDSIEDEL JOHN JOSEPH | CCO | — |
| Landsiedel John | CCO | — |
| WOODWARD CASSANDRA TALEEN | COO | — |
| Carrigan Christopher | CEO | — |
| CHAMBERS ASHLEY BROOK | CHIEF MARKETING OFFICER | — |
| Daniel James Shanahan | PRESIDENT, CCO | — |
| Cassandra Taleen Woodward | COO | — |
| Christopher Carrigan | CEO | — |
| Ashley Brook Chambers | CHIEF MARKETING OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WEST PALM BEACH | FL | 3 | 877-653-9239 |
| WESTLAKE | OH | 2 | 440-892-3366 |
| HOUSTON | TX | 1 | 832-982-0012 |
| TUCSON | AZ | 1 | 520-270-8401 |