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MS

Mellio J. Sulipeck

FCG INVESTMENT COMPANY
Germantown, TN 38138
Some features on this profile are disabled
CRD#: 4337962
MS

Professional summary


Mellio Joseph Sulipeck, who also goes by Joseph Mellio Sulipeck, is a registered financial advisor currently at FCG INVESTMENT COMPANY located in Germantown, Tennessee.

Mellio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Mellio has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Joseph Mellio Sulipeck

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mellio Joseph Sulipeck's CRS (Customer Relationship Summary).
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

January 19, 2023 - Present

FCG INVESTMENT COMPANY

Office #1: 9040 Garden Arbor Dr Ste 206, Germantown, TN 38138
RIA
CRD#: 308192
Germantown, TN
Past

March 31, 2004 - September 27, 2010

SECTOR CAPITAL MANAGEMENT, L.L.C.

RIA
CRD#: 106782
GERMANTOWN, TN

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".
FI
FCG INVESTMENT COMPANY
FCG INVESTMENT COMPANY

CRD#: 308192 / SEC#: 801-118437

RIA
Registered Investment Advisory firm - (4/13/2020 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
Tennessee
(1/19/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/7/2023
Uniform Investment Adviser Law Examination

Current Firm


FI
FCG INVESTMENT COMPANY
FCG INVESTMENT COMPANY

CRD#: 308192 / SEC#: 801-118437

RIA
Registered Investment Advisory firm - (4/13/2020 Approved)
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Contact information


Main Address
9040 Garden Arbor Dr Ste 206, Germantown, TN 38138
Mailing Address
Phone number
(901) 309-2681
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (10 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- FCG INVESTMENT COMPANY (6/9/2025)

Regulatory assets under management


Total Number of Accounts404
AUM (Assets Under Management)$ 457,898,340

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.

Company Information


FCG INVESTMENT COMPANY

CRD#: 308192Germantown, TN 38138

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