Melanie Ann Pelayo
Investment adviser representative at Mission Creek Capital Partners, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$741.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Mission Creek Capital Partners, Inc.Jan 2020 to now
- Financial PerspectivesMar 2004 to Dec 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mission Creek Capital Partners, Inc.
$741.6MAssets managed
524Clients
9Advisers
8 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
- 5890632
- Firm CRD
- 151514