Ned M. Meloni

CRUSONIA WEALTH ADVISORS LLC

DENVER, CO 80209

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CRD#: 4143605

Professional summary

Ned Michael Meloni, AIF®, CFP®, who also goes by Ned Meloni, is a registered financial advisor currently at CRUSONIA WEALTH ADVISORS LLC located in Denver, Colorado.

Ned is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Ned has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ned Meloni

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 05/21/2025 - (FP) Financial Steward Associates - Inv. Related - At reported business location (s) - Registered Investment Advisor - Start Date:04/01/2025 - 10 Hrs/Mth - 10 Hrs During Trading. I provide financial planning and consulting services through Financial Steward Associates, an independent investment advisor firm. I started this business activity in 4/2025. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 2) 09/12/2024 - Financial Steward Associates, LLC - Inv. Related - At reported business location (s) - DBA for LPL Business (entity for LPL business) - Start Date:09/13/2024 - 173.2 Hrs/Mth - 40 Hrs During Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ned Michael Meloni's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

August 29, 2025 - Present

CRUSONIA WEALTH ADVISORS LLC

Office #1: 3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209

RIA

CRD#: 330057

DENVER, CO

Past

March 31, 2025 - August 26, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

BOULDER, CO

Past

November 6, 2024 - August 21, 2025

FINANCIAL STEWARD ASSOCIATES, LLC

RIA

CRD#: 110594

BOULDER, CO

Past

September 12, 2024 - August 26, 2025

LPL FINANCIAL LLC

CRD#: 6413

BOULDER, CO

Past

January 23, 2023 - August 2, 2024

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

BOULDER, CO

Past

January 23, 2023 - August 2, 2024

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

BOULDER, CO

Past

May 17, 2018 - January 31, 2023

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

Denver, CO

Past

April 25, 2018 - January 31, 2023

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

August 11, 2014 - February 23, 2018

NORTHSTAR SECURITIES, LLC

CRD#: 150409

GREENWOOD VILLAGE, CO

Past

November 1, 2013 - August 8, 2014

PARK AVENUE SECURITIES LLC

CRD#: 46173

GREENWOOD VILLAGE, CO

Past

May 14, 2011 - April 30, 2013

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

March 9, 2007 - April 2, 2007

UMB FINANCIAL SERVICES, INC.

CRD#: 17073

KANSAS CITY, MO

Past

March 6, 2002 - May 18, 2005

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

June 27, 2001 - March 5, 2002

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRUSONIA WEALTH ADVISORS LLC

ADVISORFIND | JONASSON RETIREMENT SOLUTIONS LLC | CRUSONIA WEALTH ADVISORS LLC

CRD#: 330057 / SEC#: 801-129632

RIA

Registered Investment Advisory firm - (3/4/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(8/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/17/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/7/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/5/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/12/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CRUSONIA WEALTH ADVISORS LLC

ADVISORFIND | JONASSON RETIREMENT SOLUTIONS LLC | CRUSONIA WEALTH ADVISORS LLC

CRD#: 330057 / SEC#: 801-129632

RIA

Registered Investment Advisory firm - (3/4/2024 Approved)

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Contact information

Main Address

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209

Mailing Address

Phone number

(303) 810-6366

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (8/4/2025)

Regulatory assets under management

Total Number of Accounts	230
AUM (Assets Under Management)	$ 161,347,493

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ned M. Meloni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ned Michael Meloni's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

FINANCIAL STEWARD ASSOCIATES, LLC

LPL FINANCIAL LLC

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

NORTHSTAR SECURITIES, LLC

PARK AVENUE SECURITIES LLC

QUASAR DISTRIBUTORS, LLC

UMB FINANCIAL SERVICES, INC.

TRANSAMERICA CAPITAL, LLC

AMERICAN CENTURY INVESTMENT SERVICES INC.

Primary Firm SEC Registration

CRUSONIA WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/2018

Series 63

Date: 9/7/2011

SIE

Date: 10/1/2018

Series 7

Date: 9/5/2014

Series 6

Date: 5/12/2011

Current Firm

CRUSONIA WEALTH ADVISORS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRUSONIA WEALTH ADVISORS LLC

TRUST BUT VERIFY

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