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Matthew Ryan Eppich

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

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

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History

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.

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Other Business Activities

Matthew is the President of Silverstone Tax & Wealth Management, where he prepares taxes and supports a business partner with investment advisory and registered representative services. This activity takes nearly full-time.

Employment History
Current Registrations
Modern Capital Advisors, LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Modern Capital Advisors, LLC
April 2017 - December 2021 · 4 yrs 8 mos
Liberty Partners Financial Services, LLCBroker
April 2017 - October 2025 · 8 yrs 6 mos
Morgan StanleyBroker
May 2016 - March 2017 · 10 mos
Morgan Stanley
May 2016 - March 2017 · 10 mos
Liberty Partners Capital Management, LLC
August 2015 - May 2016 · 9 mos
Liberty Partners Financial Services, LLCBroker
August 2014 - May 2016 · 1 yr 9 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Matthew Ryan Eppich - Financial Advisor | TrueAdvisor