Nicholas
Drew

Modern Capital Advisors, LLC

CRD#2774394
Investment Advisor
in Tomball, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nicholas Drew is a financial advisor who works in Tomball, Texas with 1 year of industry experience. Drew is an advisor for Modern Capital Advisors, LLC. Throughout their career, they have worked at Dj`S Unlimited Inc, Liberty Partners Financial Services, LLC and Modern Capital Advisors, LLC. Drew holds a Series 63 license, certifying them as a securities representative, and is able to work in Texas. Modern Capital Advisors, LLC is a registered investment firm based out of Raleigh, NC. The company has offices in nine locations and a total of 42 employees. It manages $172 million in assets under management among its 1,281 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,281 customer accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically depend on which services are provided. However, fees charged by Modern Capital Advisors, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

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

11607 Spring Cypress Road Suite B
Tomball, TX 77377

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Modern Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$171,783,048

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

42

TX Average: 22
Total Number of Accounts

1,281

TX Average: 1,917
Average Account Size

$134,101

TX Average: $1,890,985

Investment Advisory Services

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

Nicholas Drew Work History

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

2012 - Present (12 years)

Liberty Partners Financial Services, LLC

2012 - Present (12 years)

Modern Capital Advisors, LLC

1996 - Present (28 years)

Dj`S Unlimited 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 Nicholas Drew 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

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

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started