David E. Melchor
Investment adviser representative at The Sum
16 yearsExperience
1 stateRegistered in
$551.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- The SumJul 2026 to now
- The Planning Project d/b/a the SumJul 2026 to now
- Fidelity InvestmentsMar 2025 to Jul 2026
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jul 2026
- Fidelity Brokerage Services LLCFeb 2010 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Sum
Legal name: The Planning Project LLC
$551.4MAssets managed
209Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5566333
- Firm CRD
- 297658