Marc
Gueriera

Modern Capital Advisors, LLC

CRD#6822826
Investment Advisor
in Philadelphia, PA

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About this Advisor

Marc Gueriera is a financial advisor based out of Philadelphia, Pennsylvania with a total of 1 year of relevant experience. Gueriera is currently employed by Modern Capital Advisors, LLC. Over the course of their career, they have held roles at The Vanguard Group, Inc, 1847Financial, Wharton Business Group, Gueriera Roofing Corp, Bishop Shanahan High School, James Madison University, Liberty Partners Financial Services and Modern Capital Advisors, LLC. Gueriera has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to advise clients in Pennsylvania. Modern Capital Advisors, LLC is a registered investment company operating out of Raleigh, NC. It has offices in nine locations and a total of 42 advisors. It oversees $172 million in assets under management across its 1,281 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,281 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in investable assets. Modern Capital Advisors, LLC has 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 typically vary depending on which services the firm provides the client. Fees charged by Modern Capital Advisors, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, 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

1801 Market Street Suite 100
Philadelphia, PA 19103

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Modern Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$171,783,048

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

42

PA Average: 22
Total Number of Accounts

1,281

PA Average: 1,917
Average Account Size

$134,101

PA Average: $1,890,985

Investment Advisory Services

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

Marc Gueriera Work History

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

2021 - Present (3 years)

Liberty Partners Financial Services

2021 - Present (3 years)

Modern Capital Advisors, LLC

2018 - 2021 (3 years)

The Vanguard Group, Inc

2017 - 2017 (< 1 year)

1847Financial

2016 - 2016 (< 1 year)

Wharton Business Group

2014 - 2018 (4 years)

James Madison University

2013 - 2015 (2 years)

Gueriera Roofing Corp

2011 - 2014 (3 years)

Bishop Shanahan High School

*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 Marc Gueriera 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 profile-compliance@smartasset.com.

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