Role at Capacuity
- Title on Schedule A
- Chief Investment Officer
- Control
- Mendel Melzer is a control person of Capacuity.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Mendel Melzer has held the filed role since July 2018.
The firm
Career on record
Mendel Melzer has been registered through Capacuity since October 2018, and before that through The Newport Group Of North Carolina, Inc. and Newport Group Securities, Inc..
- Passed SIE · 2017
- The Newport Group Of North Carolina, Inc.– · 3 yearsHeathrow, FL · Adviser representative · Firm CRD 116534
- Newport Group Securities, Inc.– · 15 yearsHeathrow, FL · Adviser representative · Firm CRD 29722
- Passed Series 24 · 1997
- Passed Series 65 · 1992
- Passed Series 63 · 1985
- Passed Series 7 · 1984
Registrations and exams
Mendel Melzer has a current investment-adviser registration in Florida and has passed 5 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Florida | Investment adviser representative | Approved | 8 October 2018 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 April 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 December 1985 |
| Series 24 | General Securities Principal Examination | 23 January 1997 |
| SIE | Securities Industry Essentials Examination | 25 May 2017 |
| Series 7 | General Securities Representative Examination | 17 November 1984 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Mendel Allen Melzer
- CRD
- 1306791
- Firm
- Capacuity LLC
- Registration status
- Investment adviser registration
- Office
- 300 INTERNATIONAL PARKWAY, SUITE 350, Lake Mary, FL 32746
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Mendel Melzer work?
Mendel Melzer has been Chief Investment Officer of Capacuity LLC since July 2018, and is a control person of the firm.
Is Mendel Melzer a financial advisor?
Yes. Mendel Melzer has a current investment-adviser registration in Florida, through Capacuity since October 2018, as of 17 October 2026.
How many years of experience does Mendel Melzer have?
Mendel Melzer has worked in the financial industry for 38 years as of 17 October 2026, counted from 15 June 1988, across 3 adviser firms.
What exams has Mendel Melzer passed?
Mendel Melzer has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and SIE. The earliest, the Series 7, was passed in November 1984.
Where did Mendel Melzer work before Capacuity?
Before Capacuity, Mendel Melzer was registered through The Newport Group Of North Carolina, Inc., December 2003 to August 2006; Newport Group Securities, Inc., February 2002 to May 2017.
Where is Mendel Melzer based?
Mendel Melzer’s registered office is in Lake Mary, FL.
Leadership at Capacuity
- Bryant KirkChief Compliance Officer
- Peter CahallCEO