Mendel Melzer

from Capacuity LLC
SEC regulated
Regulated Investment Advisor
Mendel Melzer is a financial advisor based in Florida, Lake Mary, with 40 years of experience. Mendel currently works for Capacuity LLC. Mendel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mendel Melzer works at Capacuity LLC
Capacuity LLC is a financial advisory firm based in Lake Mary, Florida. It currently has approximately $1,919,280,343 of assets under management and employs about 30 people. Capacuity LLC uses a fee structure of a percentage of assets under your management, fixed fees and fees associated with offset of affiliated broker dealer.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
17 years
Fee structure
A percentage of assets under your management, fixed fees and fees associated with offset of affiliated broker dealer
Office location
300 International Parkway, Suite 350, Lake Mary, Florida, 32746

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