Ashley B. Crawford

MELD FINANCIAL

Birmingham, AL 35243

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CRD#: 6494331

Professional summary

Ashley Burrell Crawford, CFP®, who also goes by Ashley R Burrell, Ashley Renee Burrell, is a registered financial advisor currently at MELD FINANCIAL, INC. located in Birmingham, Alabama.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ashley has worked at 2 firms and has passed the SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ashley R Burrell | Ashley Renee Burrell

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) Financial Planning Association of North Alabama; not investment related; P.O. Box 26607, Birmingham, AL 35260; Volunteer Board of Directors; President-Elect; 01/2022; 12 hrs/month; .3 hrs during trading; Assist the President in planning the annual strategic planning meeting, including debriefing, and evaluating of the current year plan, Review and revise Chapter's written three- to five- year strategic plan, as appropriate.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Burrell Crawford'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

June 12, 2020 - Present

MELD FINANCIAL, INC.

Office #1: 3008 Pump House Rd., Birmingham, AL 35243

RIA

CRD#: 118896

Birmingham, AL

Past

March 16, 2017 - October 6, 2022

TRIAD ADVISORS LLC

CRD#: 25803

BIRMINGHAM, AL

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".

MELD FINANCIAL, INC.

BROOKSTONE WEALTH MANAGEMENT | MELD FINANCIAL, INC. | FAIRWOOD FINANCIAL SERVICES

CRD#: 118896 / SEC#: 801-62981

RIA

Registered Investment Advisory firm - (4/7/2004 Approved)

Alabama

Registered Investment Advisory firm - (6/29/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Alabama
(6/12/2020)

IAR

Texas
(10/21/2024)

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

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/16/2017

General Securities Representative Examination

Current Firm

MELD FINANCIAL, INC.

BROOKSTONE WEALTH MANAGEMENT | MELD FINANCIAL, INC. | FAIRWOOD FINANCIAL SERVICES

CRD#: 118896 / SEC#: 801-62981

RIA

Registered Investment Advisory firm - (4/7/2004 Approved)

Alabama

Registered Investment Advisory firm - (6/29/2006 Terminated)

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Contact information

Main Address

3008 Pump House Rd., Birmingham, AL 35243

Mailing Address

P.o. Box 43626, Birmingham, AL 35243

Phone number

(205) 967-4200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MELD, ADV PART 2A (3/6/2025)

Regulatory assets under management

Total Number of Accounts	1,846
AUM (Assets Under Management)	$ 689,572,507

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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Ashley B. Crawford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Burrell Crawford's CRS (Customer Relationship Summary).

Certified licenses

Experience

MELD FINANCIAL, INC.

TRIAD ADVISORS LLC

Primary Firm SEC Registration

MELD FINANCIAL, INC.

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 7

Date: 3/16/2017

Current Firm

MELD FINANCIAL, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MELD FINANCIAL, INC.

TRUST BUT VERIFY

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