Modern Capital Securities Inc.

Overview

Modern Capital Securities Inc. is a Broker Dealer based in Raleigh, NC, formed in 2004 in California. Its 39 registered representatives work across 5 branch offices in 3 states.

Registered reps

39

Branch offices

5

Formed

2004

Jurisdictions

38

Contact

1 phone number on file

Practice

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Limited Partnerships Primary Distributions
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Mutual Fund/Underwriter
• Non-Enchange Member Transactions
• Options
• 5 more

Executive officers 3 of 3

• Daniel James Shanahan Chief Executive Officer, President, Chief Compliance Officer CRD 3277912
• Bradley Dale Atkins Owner CRD 2963790
• Cassandra Taleen Woodward Chief Financial Officer, Principal Financial Officer, Principal Operations Officer CRD 2956369

Registered reps 3 of 39

• Mark Anthony Aiello Registered Rep CRD 4224702
• Bradley Dale Atkins Registered Rep · Investment Adviser Rep CRD 2963790
• Steven Randolph Bohn Insurance Agent · Registered Rep CRD 4540037

36 more registered reps, with emails, phones and branch locations

Location

Headquarters

7780 Brier Creek Pkwy
Raleigh, NC 27617

County

Wake

Metro area

Raleigh-Cary, NC

Region

South

Branch offices

5 in 3 states, including Grant Park, IL, Middleburg Heights, OH and Peoria Heights, IL

Registrations

• FINRA member, corporation formed in California
• Registered in 38 jurisdictions
• Website: moderncap.com

Every state, with registration dates

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