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Cassandra Taleen Woodward

MODERN CAPITAL ADVISORS, LLC·RALEIGH, North Carolina
SIE, Series 7, Series 14, Series 24, Series 27, Series 63, Series 99TOMODERN CAPITAL ADVISORS, LLC
7780 BRIER CREEK PARKWAY, RALEIGH, NC 27617CRD# 2956369Firm CRD# 131117

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cassandra Taleen Woodward · RALEIGH, NC
Registration
CRD #2956369 · MODERN CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 27
Series 63
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
MODERN CAPITAL ADVISORS, LLC
CRD 131117 · SEC 801-72611
AUM
$285M
Regulatory assets under management
Employees
30
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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04

Frequently Asked Questions

What services does Cassandra Taleen Woodward offer?
Cassandra Taleen Woodward specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Cassandra Taleen Woodward's credentials?
Cassandra Taleen Woodward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cassandra Taleen Woodward located?
Cassandra Taleen Woodward 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 Cassandra Taleen Woodward charge for services?
Cassandra Taleen Woodward'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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Other Advisors at MODERN CAPITAL ADVISORS, LLC

Michelle L Lawson
BAKERSFIELD, CA
Kenneth Wayne Billingsley
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Daniel James Shanahan
RALEIGH, NC
Jeffery Allen Fanning
CHEYENNE, WY
John Joseph Landsiedel
RALEIGH, NC
John Thomas Pineman
MT PLEASANT, SC

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