Mendel
Melzer
Capacuity LLC
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About this Advisor
Mendel Melzer is a financial advisor based in Lake Mary, Florida, working with Capacuity LLC. Mendel has previously held positions at Newport Group Securities, Inc, The Newport Group, Newport Group Consulting, LLC, Capacuity LLC, Melzer Consulting LLC, Melzer Investment Co, and Capacuity Securities, Inc. Mendel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Mendel is part of Capacuity LLC, which operates out of Lake Mary, Florida. The firm has 2 offices and 33 employees. Capacuity LLC manages assets totaling $10.6 billion and offers services including portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Capacuity LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capacuity LLC Brokerage Details
$10,601,699,879
33
86
$123,275,580
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mendel Melzer Work History
Capacuity Securities, Inc
Capacuity LLC
Newport Group Consulting, LLC
Melzer Consulting LLC
Newport Group Securities, Inc
Melzer Investment Co
The Newport Group
Disclosures
Please visit the SEC profile of Mendel Melzer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capacuity LLC
Lake Mary, FL
Lake Mary, FL
Coronado, CA
Braintree, MA
Lake Mary, FL
Frisco, TX
Lake Mary, FL
Lake Mary, FL
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