Unclaimed Profile

Christopher Daniel Melber

THE PLANNING PROJECT LLC·THE WOODLANDS, Texas

SIE, Series 7, Series 66CFP13 years registeredTHE PLANNING PROJECT LLC

4526 RESEARCH FOREST DR., THE WOODLANDS, TX 77381CRD# 5990888Firm CRD# 297658

Profile Verification

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

Identity

Christopher Daniel Melber · THE WOODLANDS, TX

Registration

CRD #5990888 · THE PLANNING PROJECT LLC · 13 years registered

Brand Profile

Not yet started

Career History

THE SUM

Nov 2021 – present

THE SUM

Nov 2020 – Oct 2021

THE WOODLANDS, TX

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 2018 – Nov 2019

BOSTON, MA

STRATEGIC ADVISERS LLC

Nov 2012 – Jul 2018

THE WOODLANDS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 8, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

2019Employment Separation After Allegations

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE PLANNING PROJECT LLC

CRD 297658 · SEC 801-122376

AUM

$306M

Regulatory assets under management

Employees

619 client accounts

Services offered by THE PLANNING PROJECT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNING PROJECT LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Daniel Melber offer?

Christopher Daniel Melber specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.

What are Christopher Daniel Melber's credentials?

Christopher Daniel Melber holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Daniel Melber located?

Christopher Daniel Melber is based in THE WOODLANDS, Texas, working with THE PLANNING PROJECT LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.

How does Christopher Daniel Melber charge for services?

Christopher Daniel Melber's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNING PROJECT LLC?

THE PLANNING PROJECT LLC has approximately 8 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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