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Michael Lowenberg
from Modern Capital Advisors, LLC
Michael Lowenberg is a financial advisor based in North Carolina, Raleigh,
with 20 years of experience. Michael currently works for
Modern Capital Advisors, LLC.
Michael maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Michael Lowenberg works at Modern Capital Advisors, LLC
Modern Capital Advisors, LLC is a financial advisory firm based in Raleigh, North Carolina. It currently has approximately $164,476,725 of assets under management and employs about 42 people. Modern Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and solicitor fees
Office location
7780 Brier Creek Parkway, Suite 325, Raleigh, North Carolina, 27617
Advisor can help with
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