Marco Macy Melero

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → 09/2017
  Principal Financial Group
  Addison, TX
• 07/2012 → 09/2017
  Princor Financial
  Addison, TX
• 09/2017 → 04/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2017 → Present
  Prime Capital Investment Advisors, Llc
  Dallas, TX
• 04/2018 → 10/2020
  Private Client Services
  Louisville, KY
• 10/2020 → 03/2023
  Fiduciary Investment Trusts
  Overland Park, KS

Previous Registrations

• 2020-10-02 → 2023-03-16
  Fiduciary Investment Trusts, Llc
  Overland Park, KS
  Flower Mound, TX
• 2012-07-23 → 2017-10-03
  Principal Securities, Inc.
  Addison, TX
• 2011-05-05 → 2012-07-11
  J.P. Morgan Institutional Investments Inc.
  Dallas, TX
  Englewood, CO
• 2009-06-18 → 2011-04-29
  Chase Investment Services Corp.
  Dallas, TX
• 2008-01-01 → 2009-05-22
  Equitable Advisors, Llc
  Plano, TX

Other Businesses

1) PCRM, LLC doing business as Prime Capital Risk Management, investment-related, 6201 College Blvd., Suite #150, Overland Park, KS 66211, fixed-insurance products, insurance agent, 08/2021, <10 hrs./mo. <10 hrs. sale and service of fixed-insurance products, including through non-affiliated Insurance Marketing Organizations (IMOs). 2) RENTAL PROPERTY. 5045 THUNDER ROAD, DALLAS, TX 75244. I RENT OUT MY OLD HOME. OWNER. 1 HR/MO. 3) CHHSZ HOLDINGS, LLC, INVESTMENT-RELATED, 6201 COLLEGE BLVD SUITE #150, OVERLAND PARK, KS 66211, CHHSZ HOLDINGS, LLC IS A LIMITED LIABILITY COMPANY,"LLC" FORMED IN OCTOBER, 2019 UNDER THE LAWS OF THE STATE OF DELWARE. CHHSZ HOLDINGS, LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC ("PCIA"), AND FIDUCIARY INVESTMENT TRUST ("FIT"), AFFILIATED FEDERALLY REGISTERED INVESTMENT ADVISER, MEMBER, <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS, MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA AND EDUCATION SERVICES AS AN IAR OF FIT.

Exams

• S66 Uniform Combined State Law Examination
  2007-12-22

Other Names

• Marco M. Melero