Michele A. Lopez Gonzalez

MELLIG GROUP

The Woodlands, TX 77382

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CRD#: 6634816

Professional summary

Michele A Lopez Gonzalez is a registered financial advisor currently at MELLIG GROUP, LLC located in The Woodlands, Texas.

Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michele has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I am a Managing Director of Mellig Consulting, Inc a real estate, business consulting firm for strategy and private investments, I have an equity ownership of Lotark Inc, a holding company owner of Mellig Group LLC. I may receive benefits, bonus, salaries, dividends from Lotark Inc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele A Lopez Gonzalez'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

July 21, 2016 - Present

MELLIG GROUP, LLC

Office #1: 8350 Ashlane Way, The Woodlands, TX 77382

RIA

CRD#: 283152

The Woodlands, TX

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

Arizona
(6/22/2021)

IAR

Florida
(8/19/2016)

IAR

Texas
(7/21/2016)

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: 6/14/2016

Uniform Investment Adviser Law Examination

Current Firm

MELLIG GROUP, LLC

CRD#: 283152 / SEC#:

Arizona

Registered Investment Advisory firm - (6/22/2021 Approved)

Florida

Registered Investment Advisory firm - (6/9/2016 Approved)

Texas

Registered Investment Advisory firm - (6/2/2016 Approved)

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Contact information

Main Address

8350 Ashlane Way, The Woodlands, TX 77382

Mailing Address

Phone number

(281) 206-8856

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	166
AUM (Assets Under Management)	$ 97,855,674

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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Michele A. Lopez Gonzalez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele A Lopez Gonzalez's CRS (Customer Relationship Summary).

Certified licenses

Experience

MELLIG GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2016

Current Firm

MELLIG GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MELLIG GROUP, LLC

TRUST BUT VERIFY

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