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Modern Capital Advisors, LLC CRD 131117
$255M regulatory AUM 1,221 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-12 |
| TX | RA | APPROVED_RES | 2024-11-12 |
| MD | RA | APPROVED | 2022-03-07 |
| CA | RA | APPROVED | 2022-03-04 |
| MI | RA | APPROVED | 2022-03-04 |
| NC | RA | APPROVED | 2022-03-04 |
| OK | RA | APPROVED | 2022-03-04 |
| FL | RA | APPROVED | 2016-05-10 |
Branch Locations
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Partners Financial Services, Llc | Bakersfield | CA | 01/2014 | Present |
| Liberty Partners Capital Management, Llc. | Cheyenne | WY | 01/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-21 |
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