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Mendel Allen Melzer

CAPACUITY LLC·LAKE MARY, Florida
CFASeries 24Series 7Series 65Series 63SIE
Unclaimed Profile
300 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 1306791Firm CRD# 297679
01

About

Mendel Allen Melzer is a registered financial advisor based in LAKE MARY, Florida, affiliated with CAPACUITY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CAPACUITY LLC
CAPACUITY LLC
AUM
$7.4B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at CAPACUITY LLC →
Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FEES ASSOCIATED WITH OFFSET OF AFFILIATED BROKER DEALER
Regulatory
SEC/IARD CRD# 1306791
Firm CRD# 297679
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in LAKE MARY
William Hilton Burke — BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLCBarry Nelson Roderick — COLLABORATIVE WEALTH MANAGEMENT, INC.Gigi Klara Szekely — NEWPORT GROUP SECURITIES, INC.Alexa Danielle Gellinger — NEWPORT GROUP SECURITIES, INC.Chad Richmond Justice — COLLABORATIVE WEALTH MANAGEMENT, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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