Ryan
Millman

Modern Capital Management, Co

CRD#6173583
Investment Advisor
in Boston, MA

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About this Advisor

Ryan Millman is a financial advisor based in Boston, Massachusetts, working with Modern Capital Management, Co. Ryan has previously held positions at Mass Mutual Life Insurance Company, Mml Investors Services, Citizens Bank, Spotlight Parking, Student, Belpointe Insurance, LLC, Belpointe Asset Management, LLC, Stearns Financial Group, Bfb Gallagher, and Modern Capital Advisors, LLC. Ryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and South Carolina. Currently, Ryan is part of Modern Capital Management, Co, which operates out of Boston, Massachusetts. The firm has 3 offices and 7 employees. The firm manages assets totaling $42.5 million. The services offered by the firm include portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Modern Capital Management, Co includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

655 East Broadway Unit 2
Boston, MA 02127

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Modern Capital Management, Co Brokerage Details

Total Assets Under Management

$42,478,799

Total Number of Employees

7

Total Number of Accounts

9

Average Account Size

$4,719,867

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Ryan Millman Work History

2019 - Present (5 years)

Bfb Gallagher

2018 - Present (6 years)

Belpointe Insurance, LLC

2018 - Present (6 years)

Belpointe Asset Management, LLC

2021 - 2023 (2 years)

Modern Capital Advisors, LLC

2017 - 2019 (2 years)

Stearns Financial Group

2015 - 2018 (3 years)

Mass Mutual Life Insurance Company

2015 - 2018 (3 years)

Mml Investors Services

2014 - 2014 (< 1 year)

Citizens Bank

2014 - 2015 (1 year)

Spotlight Parking

2005 - 2015 (10 years)

Student

Disclosures

Please visit the SEC profile of Ryan Millman 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 Management, Co

Kristof Wild
Charleston, SC
Mark Axmacher
Charleston, SC
Ryan Millman
Boston, MA
Michael Lowenberg
Charleston, SC
Peter Montalbano
Sag Harbor, NY

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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