Dhrumil
Parikh
Modern Capital Advisors, LLC
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About this Advisor
Dhrumil Parikh is a financial advisor who works in Raleigh, North Carolina, who has 7 years of industry experience. Parikh is currently employed by Modern Capital Advisors, LLC. Parikh has gained experience at Nsm Securities Inc, Liberty Partners Financial Services, LLC and Liberty Partners Capital Management, LLC. Parikh holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Florida, Maryland, Michigan, North Carolina and Oklahoma. Modern Capital Advisors, LLC is a firm based in Raleigh, NC. It has offices in nine locations and a total of 42 advisors. It handles $172 million in total assets among its 1,281 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,281 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Modern Capital Advisors, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on the services. However, fee types billed by Modern Capital Advisors, LLC likely include 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
Dhrumil Parikh Work History
Dhrumil has been registered as a financial advisor for 7 years.*
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, LLC
Nsm Securities Inc
*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 Dhrumil Parikh 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
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Knox, PA
Raleigh, NC
Raleigh, NC
Highlands Ranch, CO
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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