Brian Neustrom, financial advisor Mount Pleasant SC

Brian Neustrom

CRD Number: 5530526
Current Firm: Modern Capital Advisors, LLC

Brian Neustrom (CRD# 5530526) is an Investment Advisor Representative working at Modern Capital Advisors, LLC in Mount Pleasant, SC and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Liberty Partners Financial Services Mount Pleasant, SC Sep 2021 - Current < 1
Modern Capital Securities Raleigh, NC Sep 2021 - Current < 1
Parsonex Enterprises, Inc. Englewood, CO Jan 2021 - Current 1
Cetera Investment Services LLC Saint Cloud, MN May 2017 - Jan 2021 3
Cetera Financial Specialists LLC Schaumburg, IL May 2017 - Jan 2021 3
Cetera Investment Advisers LLC Denver, CO May 2017 - Jan 2021 3
Cetera Advisor Networks LLC El Segundo, CA Apr 2016 - Jan 2021 4
Cetera Advisors LLC Denver, CO Jun 2013 - Jan 2021 7
Legend Equities Corporation Palm Beach Gardens, FL Aug 2015 - Dec 2016 1
Mass Mutual Life Insurance Company Metairie, LA Jan 2012 - Jun 2013 1
Mml Investor Services Metairie, LA Jan 2012 - Jun 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Brian W. Neustrom
Phone Number: 800-440-0442
Firm Website: http://www.moderncap.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    142
    MILLIONS
  • Total Number of Accounts
    1,129
    ACCOUNTS
  • Average Account Value
    $126,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, VA, WA

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