DS
DS

Daniel James Shanahan

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,561 clients
Average Client Portfolio
$183K average
Assets Under Management
$285.4M

Fee Structure

Minimum Investment:$5K
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Location

Raleigh, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Daniel is a General Agent for Ohio National Insurance since 2019, focusing on life and disability insurance. He spends a few hours per week recruiting and offering products to advisors.

Employment History
Current Registrations
Modern Capital Advisors, LLC
January 2022 - Present · 4 yrs 1 mo
Liberty Partners Financial Services, LLCBroker
April 2021 - Present · 4 yrs 10 mos
Liberty Partners Financial Services, LLC
April 2021 - Present · 4 yrs 10 mos
Modern Capital Securities INC.Broker
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
Modern Capital Advisors, LLC
November 2019 - December 2021 · 2 yrs 1 mo
Liberty Partners Financial Services, LLCBroker
November 2019 - January 2020 · 2 mos
MML Investors Services, LLC
December 2012 - July 2019 · 6 yrs 7 mos
MML Investors Services, LLCBroker
December 2012 - July 2019 · 6 yrs 7 mos
MML Investors Services, LLC
December 2012 - December 2012 · 0 mos
Park Avenue Securities LLC
May 2010 - November 2012 · 2 yrs 6 mos
Park Avenue Securities LLCBroker
May 2010 - November 2012 · 2 yrs 6 mos
Princor Financial Services Corporation
September 2005 - April 2010 · 4 yrs 7 mos
Princor Financial Services CorporationBroker
October 2001 - April 2010 · 8 yrs 6 mos
State Farm Vp Management CORP.Broker
October 1999 - October 2001 · 2 yrs
State Registrations15 states
CACOCTFLIAMONCNJNYOHPRSCSDTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.