Eduardo Lucca, financial advisor Coral Gables FL

Eduardo Lucca

CRD Number: 6634819
Current Firm: Mellig Group, LLC
Compensation Model: Fee Only

Eduardo Lucca (CRD# 6634819) is an Investment Advisor Representative working at Mellig Group, LLC in Miami, FL. With over eight years of experience, Eduardo has specialized in industries such as banking and insurance, while developing world class analytical and research capabilities. Eduardo’s areas of expertise include financial & strategic advisory, Mergers and acquisitions, as well as, profound understanding of financial services, insurance, and risk management.

Before joining Mellig Group, Eduardo was an Engagement Manager at the international consulting firm, McKinsey & Company advising worldwide recognized leaders, businesses, and families. During his career, Eduardo has had the opportunity to advise many companies and businesses, as well as having a holistic view of local, regional and international markets.

Eduardo earned a Master of Business Administration (MBA) with specialization in Finance and Operations from Wharton Business School of the University of Pennsylvania. It also has a degree in Electrical Engineering from the Universidad Metropolitana in Caracas, Venezuela.

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Company Name Location Dates Years
Mellig Group, LLC Coral Gables, FL Jul 2016 - Current 7
Mellig Consulting, Inc. Miami, FL Oct 2013 - Current 10
Mell Investment Group, Inc. Panama, Dec 2011 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2016
Contact Info for Eduardo Lucca
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $515,661
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, TX

Firm Disclaimer:

Mellig Group, llc is a registered investment adviser in the states of Fliorida and Texas, USA. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

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