Daniel James Shanahan
Investment adviser representative at Modern Capital Advisors, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Modern Capital Securities, IncDec 2019 to now
- Modern Capital Advisors, LLCNov 2019 to now
- Liberty Partners Financial Services, LLC.Nov 2019 to now
- UnemployedJul 2019 to Nov 2019
- Massmutual Financial GroupNov 2012 to Jun 2019
- MML Investors ServicesNov 2012 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 3277912
- Firm CRD
- 131117