Patricia Bryant Melcher
Professional Summary
Patricia Bryant Melcher, who also goes by Patricia Ann Bryant, Patti Bryant, Patricia B Melcher, is a registered financial advisor currently at EIV CAPITAL, LLC located in Houston, Texas. Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Patricia has worked at 2 firms and has passed the Series 63 and Series 62 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patricia Ann Bryant, Patti Bryant, Patricia B Melcher
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
EIV CAPITAL, LLC
Contact Information
Main Address
910 Louisiana Street Suite 4010, Houston, TX 77002Phone Number
(713) 353-2755# of Employees
44SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
12AUM (Assets Under Management)
$2,232,201,782Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 6/30/2015 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
EIV CAPITAL, LLC
State Registrations and Notice Filings
(7/16/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Mar 1989Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Patricia Bryant Melcher's CRS (Customer Relationship Summary).
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