Adviser and broker representative · Capital Synergy Partners
Matthew M. Melendez
CRD 5642488 · Irvine, CA
At a glance
Matthew M. Melendez is an investment adviser representative with Capital Synergy Partners in Irvine, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2009, about 16 years ago. Matthew is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Capital Synergy PartnersSince August 2019Irvine, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2009 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 9 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.