John
Pineman
Modern Capital Advisors, LLC
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About this Advisor
John Pineman is a financial advisor based in Highlands Ranch, Colorado, working with Modern Capital Advisors, LLC. John has previously held positions at Pineman Capital Advisors, Inc, Liberty Partners Financial Services, LLC, and Modern Capital Advisors, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, John is part of Modern Capital Advisors, LLC, which operates out of Highlands Ranch, Colorado. The firm has 4 offices and 30 employees. The firm manages assets totaling $285.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Modern Capital Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Modern Capital Advisors, LLC Brokerage Details
$285,401,221
30
1,561
$182,832
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Pineman Work History
Liberty Partners Financial Services, LLC
Modern Capital Advisors, LLC
Pineman Capital Advisors, Inc
Disclosures
Please visit the SEC profile of John Pineman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Modern Capital Advisors, LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Knox, PA
Raleigh, NC
Raleigh, NC
Highlands Ranch, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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