Amber
Cummings
Modern Capital Advisors, LLC
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About this Advisor
Amber Cummings is a financial advisor operating in Boston, Massachusetts who has 1 year of industry experience. Cummings is currently employed by Modern Capital Advisors, LLC. Cummings has gained experience at Nylife Securities LLC, New York Life Ins Co, Citizens Bank, Cco Investment Services, Citizens Securities Inc, Modern Capital Advisors and Modern Capital Securities. Cummings has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Modern Capital Advisors, LLC is a company headquartered in Raleigh, NC. It has offices in nine locations and a total of 42 financial advisors. It handles $172 million in assets under management across its 1,281 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,281 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets. Modern Capital Advisors, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically are based on which services the firm provides the client. However, fee types charged by Modern Capital Advisors, LLC most likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Modern Capital Advisors, LLC Brokerage Details
$171,783,048
42
1,281
$134,101
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Amber Cummings Work History
Amber has been registered as a financial advisor for 1 years.*
Modern Capital Advisors
Modern Capital Securities
Citizens Securities Inc
Citizens Securities Inc
Citizens Bank
Citizens Bank
Cco Investment Services
Nylife Securities LLC
New York Life Ins Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amber Cummings 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
Norwalk, CT
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Knox, PA
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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