Ashley Burrell Crawford
Investment adviser representative at Meld Financial, Inc.
6 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$776.4MFirm assets
Are you Ashley Burrell Crawford? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
6 years in the industry.
- Meld Financial, Inc.May 2016 to now
- Triad Advisors, Inc.May 2016 to Oct 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Meld Financial, Inc.
$776.4MAssets managed
1,130Clients
10Advisers
22 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
- 6494331
- Firm CRD
- 118896