Yupeng Fu is a CFP, ChFC-designated registered investment advisor, based in Raleigh, NC, with 12 years of industry experience.
Location
7780 Brier Creek Parkway, Suite 325, Raleigh, NC, 27617
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Modern Capital Securities INC.Broker
December 2025 - Present · 4 mos
Modern Capital Securities INC.
December 2025 - Present · 4 mos
Modern Capital Advisors, LLC
October 2016 - Present · 9 yrs 6 mos
Previous Registrations
Liberty Partners Financial Services, LLCBroker
March 2018 - October 2025 · 7 yrs 7 mos
Modern Capital Advisors, LLC
October 2016 - December 2021 · 5 yrs 2 mos
Liberty Partners Financial Services, LLCBroker
January 2014 - February 2017 · 3 yrs 1 mo
Nsm Securities, INC.Broker
October 2013 - January 2014 · 3 mos
State Registrations15 states
CADEFLILNCNJNYOHORSCTNTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.