Modern Capital Advisors, LLC

Investment Advisor
in Raleigh, NC

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About this Advisor

Samuel Weiss is a financial advisor operating in Raleigh, North Carolina who has 1 year of relevant experience. Weiss is currently employed by Modern Capital Advisors, LLC. Over the course of their career, Weiss has held roles at University Of Delaware, Rst Pool Services, Axa Advisors, LLC, Zoomer, Pizza Hut, Professional Capital Services, LLC, Liberty Partners Financial Services, LLC and Liberty Partners Capital Management LLC. Weiss holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Modern Capital Advisors, LLC is a firm operating out of Raleigh, NC. The company has offices in nine locations and a total of 42 financial advisors. It manages $172 million in assets under management between its 1,281 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,281 accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on the services provided. However, fee types billed by Modern Capital Advisors, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

7000 Six Forks Rd Suite 102
Raleigh, NC 27615

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Modern Capital Advisors, LLC Brokerage Details

Total Assets Under Management


NC Average: $3,625,019,099
Total Number of Employees


NC Average: 22
Total Number of Accounts


NC Average: 1,917
Average Account Size


NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Samuel Weiss Work History

Samuel has been registered as a financial advisor for 1 years.*

2019 - Present (5 years)

Liberty Partners Financial Services, LLC

2019 - Present (5 years)

Liberty Partners Capital Management LLC

2017 - Present (7 years)

Professional Capital Services, LLC

2016 - 2017 (1 year)

Axa Advisors, LLC

2015 - 2016 (1 year)

Axa Advisors, LLC

2014 - 2014 (< 1 year)

Rst Pool Services

2014 - 2016 (2 years)


2013 - 2013 (< 1 year)

Pizza Hut

2012 - 2016 (4 years)

University Of Delaware

*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.


Please visit the SEC profile of Samuel Weiss 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

Nancy Ciaccio
Norwalk, CT
Kristof Wild
Raleigh, NC
Daniel Shanahan
Raleigh, NC
Matthew Drummond
Raleigh, NC
Samuel Weiss
Raleigh, NC
James Fulton
Knox, PA
Mark Axmacher
Raleigh, NC
Matthew Holman
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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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