Mendel Allen Melzer

Employer firm

Capacuity LLC CRD 297679

$13.9B regulatory AUM

Reported services (Item 5G)

• 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

• 01/2002 → Present
  Newport Group Securities, Inc.
  Heathrow, FL
• 01/2002 → 05/2017
  The Newport Group
  Heathrow, FL
• 03/2017 → Present
  Newport Group Consulting, Llc
  Heathrow, FL
• 07/2018 → Present
  Capacuity Llc
  Heathrow, FL
• 05/2017 → Present
  Melzer Consulting Llc
  Heathrow, FL
• 07/1984 → Present
  Melzer Investment Co.
  Heathrow, FL
• 05/2019 → Present
  Capacuity Securities, Inc.
  Lake Mary, FL

Previous Registrations

• 2002-02-14 → 2017-05-25
  Newport Group Securities, Inc.
  Lake Mary, FL
  Lake Mary, FL
  Lake Mary, FL
• 2003-12-02 → 2006-08-16
  The Newport Group Of North Carolina, Inc.
  Heathrow, FL

Other Businesses

1. MELZER INVESTMENT CO., A FAMILY-OWNED REAL ESTATE MANAGEMENT FIRM - ENGAGED SINCE 1982; SERVE 2 HRS/MONTH. 2. MELZER CONSULTING, LLC; CONSULTING FIRM ESTABLISHED 2017; MANAGING MEMBER; DEVOTE 25 HOUR PER MONTH TO THE FIRM.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-06
• S63 Uniform Securities Agent State Law Examination
  1985-12-31

Designations

• Chartered Financial Analyst

Other Names

• Mendel A Melzer