Unclaimed Profile

Jeffery Allen Fanning

LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC·CHEYENNE, Wyoming

SIE, Series 4, Series 7, Series 24, Series 27, Series 28, Series 53, Series 63, Series 6615 years registeredLIBERTY PARTNERS CAPITAL MANAGEMENT, LLC

6215 CLEAR CREEK PWY, CHEYENNE, WY 82007CRD# 1566859Firm CRD# 131117

Profile Verification

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

Identity

Jeffery Allen Fanning · CHEYENNE, WY

Registration

CRD #1566859 · LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC

LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC

Aug 2011 – Mar 2017

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 28

Series 53

Series 63

Series 66

Registration record

First registered · August 8, 2011

Years registered · 15

Disclosure History

2017Regulatory·Final

2016Customer Dispute·Pending

2015Customer Dispute·Settled

2012Regulatory·Final

2010Customer Dispute·Settled

1995Regulatory·Final

1994Regulatory·Final

7 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Jeffery Allen Fanning offer?

Jeffery Allen Fanning specializes in Financial Planning, Investment Management.

What are Jeffery Allen Fanning's credentials?

Jeffery Allen Fanning is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery Allen Fanning located?

Jeffery Allen Fanning is based in CHEYENNE, Wyoming, last registered with LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC.

How does Jeffery Allen Fanning charge for services?

Jeffery Allen Fanning'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 LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC?

LIBERTY PARTNERS CAPITAL MANAGEMENT, 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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