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MM
CFA

Mendel Allen Melzer

Capacuity LLC
37 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment Management
Capacuity LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
85 clients
Average Client Portfolio
$124.7M average
Assets Under Management
$10.6B

Fee Structure

Financial Planning:Investment management only

Location

300 International Parkway, Suite 350, Lake Mary, FL, 32746

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mendel is involved with Melzer Investment Co., a family-owned real estate management firm, since 1982, dedicating minimal time. He is also the managing member of Melzer Consulting, LLC, a consulting firm established in 2017, spending about 10-20% of his time on it.

Employment History
Current Registrations
Capacuity LLC
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Capacuity Securities, INC.Broker
May 2019 - February 2020 · 9 mos
The Newport Group of North Carolina, INC.
December 2003 - August 2006 · 2 yrs 8 mos
Newport Group Securities, INC.Broker
February 2002 - May 2017 · 15 yrs 3 mos
Newport Group Securities, INC.
February 2002 - May 2017 · 15 yrs 3 mos
Weiss, Peck & Greer, L.L.C.Broker
May 1999 - April 2000 · 11 mos
Prudential Investment Management Services LLCBroker
September 1996 - March 1999 · 2 yrs 6 mos
Pruco Securities CorporationBroker
May 1994 - April 1999 · 4 yrs 11 mos
Prudential Asset Sales & Syndications, INC. ("pass")Broker
December 1984 - January 1994 · 9 yrs 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.