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Matthew Michael Melendez

Capital Synergy Partners

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About Matthew Michael Melendez

Matthew Melendez is a financial advisor with Capital Synergy Partners, a registered investment advisor firm. Matthew is a registered representative in California, Arizona, Florida, Georgia, Idaho, Missouri, and Texas. He has been in the financial services industry since 2009. He is a graduate of the University of California, Irvine and holds the Series 7 and Series 66 securities licenses. Matthew is a member of the National Association of Insurance and Financial Advisors. His firm is registered with the Securities and Exchange Commission.

Firm Information

Matthew Melendez is currently registered with Capital Synergy Partners. Capital Synergy Partners is a corporation formed in 1999 and registered with the SEC and in all 50 states. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $89.1 million in assets for 386 clients.

$89.11M

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Csp receives third party referral, selection & monitoring fees

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Matthew Melendez’s Registration & Firm History

CA

09/09/2023 - Present

Capital Synergy Partners (IRVINE CA)

CA

11/03/2011 - 05/17/2012

ONEAMERICA SECURITIES, INC. (NEWPORT BEACH CA)

CA

09/09/2009 - 09/27/2011

WADDELL & REED, INC. (ONTARIO CA)

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Licenses & Designations

BOTH

Issued 12/02/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Michael Melendez.
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