John Walter Yoash
Investment adviser representative at Modern Capital Advisors, LLC
31 yearsExperience
2 statesRegistered in
$254.8MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Modern Capital Advisors, LLCJun 2020 to now
- Liberty Partners Financial ServicesJun 2020 to now
- Self EmployedJun 1995 to now
- Pruco Securities LLCDec 2017 to Feb 2020
- The Prudential Insurance Company of AmericaDec 2017 to Feb 2020
- Royal AllianceJul 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (NC, NY).
Modern Capital Advisors, LLC
$254.8MAssets managed
1,221Clients
18Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1935772
- Firm CRD
- 131117