Peter Montalbano
from Modern Capital Advisors, LLC
Peter Montalbano is a financial advisor based in North Carolina, Raleigh, with 32 years of experience. Peter currently works for Modern Capital Advisors, LLC. Peter maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- 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
Peter Montalbano 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 Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
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
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