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David E. Melchor

David E. Melchor

THE SUM | Vice President, Financial Consultant
League City, TX 77573
Some features on this profile are disabled
CRD#: 5566333
David E. Melchor
David E. MelchorTHE SUM

Professional summary

David E. Melchor, CFP®, who also goes by David Earl Melchor, David Melchor, is a registered financial advisor currently at THE SUM located in League City, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary
Min. Asset: Under $50K

Services Offered

Investment Planning
Retirement Planning

Biography

My goal is to maintain relationships with my clients by acting as their advocate to help ensure we construct a comprehensive wealth strategy together. I strive to provide my client's peace of mind by helping them develop a robust plan over time.

Aliases

David Earl Melchor | David Melchor

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 David E. Melchor'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®
CFP®

Certified Financial Planner

Start date: 2014

Education

University of Houston Clear Lake

Master of Science (MS) - Finance

2018

Stephen F. Austin State University

Bachelor of Business Administration - Finance

2009

Experience

Current

July 9, 2026 - Present

THE SUM

Office #1: 2600 South Shore Blvd. Suite 300, League City, TX 77573
RIA
CRD#: 297658
League City, TX
Past

March 31, 2025 - July 8, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
LEAGUE CITY, TX
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
FRIENDSWOOD, TX
Past

July 12, 2011 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
FRIENDSWOOD, TX
Past

April 29, 2010 - July 8, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
FRIENDSWOOD, TX

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".
TS
THE SUM
THE PLANNING PROJECT LLC | THE SUM

CRD#: 297658 / SEC#: 801-122376

RIA
Registered Investment Advisory firm - (9/23/2021 Approved)
Texas
Registered Investment Advisory firm - (10/4/2021 Terminated)

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
Texas
(7/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/11/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/7/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/28/2010
General Securities Representative Examination

Current Firm

TS
THE SUM
THE PLANNING PROJECT LLC | THE SUM

CRD#: 297658 / SEC#: 801-122376

RIA
Registered Investment Advisory firm - (9/23/2021 Approved)
Texas
Registered Investment Advisory firm - (10/4/2021 Terminated)
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Contact information

Main Address
4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381
Mailing Address
Phone number
(281) 940-4859
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/24/2026)

Regulatory assets under management

Total Number of Accounts949
AUM (Assets Under Management)$ 551,358,564

Red Flags

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

Company Information

THE SUM

Vice President, Financial ConsultantCRD#: 297658League City, TX 77573

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