Samuel
Weiss
Modern Capital Advisors, LLC
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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
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
Samuel Weiss Work History
Samuel has been registered as a financial advisor for 1 years.*
Liberty Partners Financial Services, LLC
Liberty Partners Capital Management LLC
Professional Capital Services, LLC
Axa Advisors, LLC
Axa Advisors, LLC
Rst Pool Services
Zoomer
Pizza Hut
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.
Disclosures
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
Norwalk, CT
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Knox, PA
Raleigh, NC
Hattiesburg, MS
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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