Mendel A. Melzer

CAPACUITY LLC

Lake Mary, FL 32746

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CRD#: 1306791

Professional summary

Mendel Allen Melzer, who also goes by Mendel A Melzer, is a registered financial advisor currently at CAPACUITY LLC located in Lake Mary, Florida.

Mendel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Mendel has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mendel A Melzer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. MELZER INVESTMENT CO., A FAMILY-OWNED REAL ESTATE MANAGEMENT FIRM - ENGAGED SINCE 1982; SERVE 2 HRS/MONTH. 2. MELZER CONSULTING, LLC; CONSULTING FIRM ESTABLISHED 2017; MANAGING MEMBER; DEVOTE 25 HOUR PER MONTH TO THE FIRM.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mendel Allen Melzer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 8, 2018 - Present

CAPACUITY LLC

Office #1: 300 International Parkway Suite 350, Lake Mary, FL 32746

RIA

CRD#: 297679

Lake Mary, FL

Past

May 7, 2019 - February 12, 2020

CAPACUITY SECURITIES, INC.

CRD#: 15384

LAKE MARY, FL

Past

December 2, 2003 - August 16, 2006

THE NEWPORT GROUP OF NORTH CAROLINA, INC.

RIA

CRD#: 116534

HEATHROW, FL

Past

February 14, 2002 - May 25, 2017

NEWPORT GROUP SECURITIES, INC.

RIA

CRD#: 29722

HEATHROW, FL

Past

February 14, 2002 - May 25, 2017

NEWPORT GROUP SECURITIES, INC.

CRD#: 29722

HEATHROW, FL

Past

May 20, 1999 - April 17, 2000

BOSTON PARTNERS SECURITIES, L.L.C.

CRD#: 2998

BOSTON, MA

Past

September 16, 1996 - March 26, 1999

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

May 6, 1994 - April 28, 1999

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

December 10, 1984 - January 29, 1994

PRUDENTIAL ASSET SALES & SYNDICATIONS, INC. ("PASS")

CRD#: 15363

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPACUITY LLC

CAPACUITY LLC | CAVALLINO FINANCIAL LLC

CRD#: 297679 / SEC#: 801-113636

RIA

Registered Investment Advisory firm - (7/19/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/8/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/6/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/31/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/25/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/17/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/23/1997

General Securities Principal Examination

Current Firm

CAPACUITY LLC

CAPACUITY LLC | CAVALLINO FINANCIAL LLC

CRD#: 297679 / SEC#: 801-113636

RIA

Registered Investment Advisory firm - (7/19/2018 Approved)

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Contact information

Main Address

300 International Parkway Suite 350, Lake Mary, FL 32746

Mailing Address

Phone number

(407) 949-6889

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV, PART 2A - 03.31.2025 (3/31/2025)

PART 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts	86
AUM (Assets Under Management)	$ 10,601,699,879

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
11/19/2024	Cover Page	Report
12/26/2023	Cover Page	Report
09/27/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mendel A. Melzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mendel Allen Melzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPACUITY SECURITIES, INC.

THE NEWPORT GROUP OF NORTH CAROLINA, INC.

NEWPORT GROUP SECURITIES, INC.

NEWPORT GROUP SECURITIES, INC.

BOSTON PARTNERS SECURITIES, L.L.C.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

PRUCO SECURITIES, LLC.

PRUDENTIAL ASSET SALES & SYNDICATIONS, INC. ("PASS")

Primary Firm SEC Registration

CAPACUITY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/1992

Series 63

Date: 12/31/1985

SIE

Date: 5/25/2017

Series 7

Date: 11/17/1984

Series 24

Date: 1/23/1997

Current Firm

CAPACUITY LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAPACUITY LLC

TRUST BUT VERIFY

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