Mendel Melzer is a CFA-designated registered investment advisor at Capacuity LLC, based in Lake Mary, FL, with 37 years of industry experience. Mendel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 85 clients with $11B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
300 International Parkway, Suite 350, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Capacuity Securities, INC.Broker
The Newport Group of North Carolina, INC.
Newport Group Securities, INC.
Newport Group Securities, INC.Broker
Weiss, Peck & Greer, L.L.C.Broker
Prudential Investment Management Services LLCBroker
Pruco Securities CorporationBroker
Prudential Asset Sales & Syndications, INC. ("pass")Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.