John Esrom Anderson

ChFC

Modern Capital Advisors, LLC

37 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Modern Capital Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

1,561 clients

Average Client Portfolio

$183K average

Assets Under Management

$285.4M

Fee Structure

Minimum Investment:$5K

Location

7780 Brier Creek Parkway, Suite 325, Raleigh, NC, 27617

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History

Regulatory History (1)

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Financial

April 2020

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

John is an insurance agent for Liberty Partners Insurance Services since February 2018, dedicating a few hours per week. He is also an insurance agent for The Annuity & Life Source Inc. since March 2019, dedicating about 10-20% of his time.

Employment History

Current Registrations

Modern Capital Advisors, LLC

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Modern Capital Advisors, LLC

February 2018 - December 2021 · 3 yrs 10 mos

Liberty Partners Financial Services, LLCBroker

February 2018 - October 2025 · 7 yrs 8 mos

MML Investors Services, LLCBroker

March 2017 - December 2017 · 9 mos

MML Investors Services, LLC

March 2017 - December 2017 · 9 mos

Msi Financial Services, INC.

October 2016 - March 2017 · 5 mos

Msi Financial Services, INC.Broker

October 2016 - March 2017 · 5 mos

First Command Advisory Services

December 2015 - July 2016 · 7 mos

First Command Financial Planning, INC.

September 2005 - December 2015 · 10 yrs 3 mos

First Command Bank

April 2004 - September 2005 · 1 yr 5 mos

First Command Financial Planning, INC.

February 2003 - April 2004 · 1 yr 2 mos

First Command Financial Planning, INC.Broker

March 1988 - July 2016 · 28 yrs 4 mos

State Registrations2 states

GANC

Advisor

Exams

No exam information available for this advisor.