Unclaimed Profile

Mendel Allen Melzer

CAPACUITY LLC·LAKE MARY, Florida

SIE, Series 7, Series 24, Series 63, Series 65CFAClean record24 years registeredCAPACUITY LLC

300 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 1306791Firm CRD# 297679

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mendel Allen Melzer · LAKE MARY, FL

Registration

CRD #1306791 · CAPACUITY LLC · 24 years registered

Brand Profile

Not yet started

Career History

CAPACUITY LLC

Oct 2018 – present

THE NEWPORT GROUP OF NORTH CAROLINA, INC.

Dec 2003 – Aug 2006

HEATHROW, FL

NEWPORT GROUP SECURITIES, INC.

Feb 2002 – May 2017

HEATHROW, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 14, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPACUITY LLC

CRD 297679 · SEC 801-113636

AUM

$7.4B

Regulatory assets under management

Employees

86 client accounts

Services offered by CAPACUITY LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

View all advisors at CAPACUITY LLC →

Introduction

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Frequently Asked Questions

What services does Mendel Allen Melzer offer?

Mendel Allen Melzer specializes in Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.

What are Mendel Allen Melzer's credentials?

Mendel Allen Melzer holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mendel Allen Melzer located?

Mendel Allen Melzer is based in LAKE MARY, Florida, working with CAPACUITY LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.

How does Mendel Allen Melzer charge for services?

Mendel Allen Melzer's firm is compensated through percentage of aum, subscription fees, other: fees associated with offset of affiliated broker dealer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPACUITY LLC?

CAPACUITY LLC has approximately 33 employees and manages $7.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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