Geoffrey G Mclawhorn
Investment adviser representative at Modern Capital Advisors, LLC
10 yearsExperience
1 stateRegistered in
$254.8MFirm assets
15 yearsFirm in business
Are you Geoffrey G Mclawhorn? Claim your profile
Contact this firm
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
10 years in the industry.
- Modern Capital Advisors, LLCAug 2024 to now
- Modern Capital Securities, Inc.Aug 2024 to now
- MML Investors Services, LLCOct 2016 to now
- Massachusetts Mutual Life Insurance CoSep 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5744854
- Firm CRD
- 131117