Ryan James Millman
Investment adviser representative at Modern Capital Management, Co.
8 yearsExperience
1 stateRegistered in
$90.7MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Modern Capital Management, Co.Nov 2023 to now
- Bfb GallagherAug 2019 to now
- Belpointe Asset Management, LLCDec 2018 to now
- Belpointe Insurance, LLCDec 2018 to now
- Modern Capital Advisors, LLCOct 2021 to Sep 2023
- Stearns Financial GroupJan 2017 to Aug 2019
- MML Investors ServicesApr 2015 to Dec 2018
- Mass Mutual Life Insurance CompanyFeb 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MA).
Modern Capital Management, Co.
$90.7MAssets managed
21Clients
4Advisers
6 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
- 6173583
- Firm CRD
- 306631