Ned Michael Meloni
Investment adviser representative at Crusonia Wealth Advisors LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Crusonia Wealth Advisors LLCAug 2025 to now
- Financial Steward Associates, LPL FinancialSep 2024 to Aug 2025
- Cuso Financial Services, LPJan 2023 to Aug 2024
- Elevations Credit UnionJan 2023 to Aug 2024
- Gwfs Equities, IncApr 2018 to Jan 2023
- Northstar Realty SecuritiesJul 2014 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Crusonia Wealth Advisors LLC
$1.2BAssets managed
542Clients
15Advisers
2 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
- 4143605
- Firm CRD
- 330057