Unclaimed Profile

Bradley Dale Atkins

MODERN CAPITAL ADVISORS, LLC·RALEIGH, North Carolina

MODERN 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

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Bradley Dale Atkins is a registered financial advisor based in RALEIGH, North Carolina, affiliated with MODERN CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MODERN CAPITAL ADVISORS, LLC

AUM

$285M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MODERN CAPITAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SOLICITOR FEES

Regulatory

SEC/IARD CRD# 2963790

Firm CRD# 131117

View on FINRA BrokerCheck →

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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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