Madison Caswell
Investment adviser representative at Meld Financial, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$776.4MFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Meld Financial, Inc.Jan 2021 to now
- Triad AdvisorsJan 2021 to Oct 2022
- LPL FinancialOct 2018 to Dec 2020
- Marcellus Wine Market and CafeMay 2017 to May 2020
- Caswells Lawn Care and Pressure WashingJan 2012 to Jun 2020
- Beads GaloreJan 2012 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 7045926
- Firm CRD
- 118896