Unclaimed Profile

Bradley Dale Atkins

MODERN CAPITAL ADVISORS, LLC·RALEIGH, North Carolina

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 99TOClean record20 years registeredMODERN CAPITAL ADVISORS, LLC

7000 SIX FORKS RD, RALEIGH, NC 27615CRD# 2963790Firm CRD# 131117

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley Dale Atkins · RALEIGH, NC

Registration

CRD #2963790 · MODERN CAPITAL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

LIQUIDITY.IO, LLC

Nov 2025 – present

MODERN CAPITAL MANAGEMENT, CO.

Nov 2025 – present

MODERN CAPITAL SECURITIES INC.

Nov 2020 – present

MODERN CAPITAL MANAGEMENT, CO.

Jan 2022 – Dec 2024

CHARLESTON, SC

MODERN CAPITAL ADVISORS, LLC

Jan 2022 – Dec 2024

RALEIGH, NC

MODERN CAPITAL ADVISORS, LLC

Apr 2016 – Dec 2021

MT. PLEASANT, SC

RETHINK

Jul 2015 – Feb 2016

ALPHARETTA, GA

MML INVESTORS SERVICES, LLC

Nov 2009 – Mar 2015

MOUNT PLEASANT, SC

MML INVESTORS SERVICES, INC.

Jul 2006 – Dec 2008

MOUNT PLEASANT, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · July 19, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MODERN CAPITAL ADVISORS, LLC

CRD 131117 · SEC 801-72611

AUM

$285M

Regulatory assets under management

Employees

1,561 client accounts

Services offered by MODERN CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MODERN CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Dale Atkins offer?

Bradley Dale Atkins specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Bradley Dale Atkins's credentials?

Bradley Dale Atkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Dale Atkins located?

Bradley Dale Atkins is based in RALEIGH, North Carolina, working with MODERN CAPITAL ADVISORS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Bradley Dale Atkins charge for services?

Bradley Dale Atkins's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MODERN CAPITAL ADVISORS, LLC?

MODERN CAPITAL ADVISORS, LLC has approximately 30 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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