TrueAdvisor
TrueAdvisor
AS
AS

Adam David Seidman

Modern Capital Advisors, LLC
2 Years of Experience
Broker
View SEC Summary
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

1829 E Franklin St, Ste 600C, Raleigh, NC, 27514

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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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Employment History
Current Registrations
Modern Capital Advisors, LLC
September 2024 - Present · 1 yr 5 mos
Modern Capital Securities INC.
August 2024 - Present · 1 yr 6 mos
Modern Capital Securities INC.Broker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
MML Investors Services, LLC
October 2023 - August 2024 · 10 mos
MML Investors Services, LLCBroker
May 2023 - August 2024 · 1 yr 3 mos
State Registrations5 states
MDNCNYOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.