Ashley Crawford has been an investment adviser representative at Meld Financial since June 2020, and is not listed among the firm’s executive officers or direct owners. Ashley Crawford holds an M.S. in Human Environmental Sciences (Financial Planning) from the University of Alabama and a B.S. in Human Environmental Sciences – Human Development & Family Studies from the University of Alabama.
Meld Financial, Inc. is a Birmingham, AL firm with $776M under management, 1,130 clients and 10 advisers across 3 offices, as of its March 2026 filing.
Ashley Crawford is Director, Investments & Corporate Plan Services of Meld Financial. Ashley brings over a decade of experience in investment research, trade operations, and client service. She leads the investment department, overseeing portfolio design and security selection for both individual and institutional clients, including employer retirement plans, and manages the firm's investment platforms and strategies across mutual funds, ETFs, stocks, and fixed income portfolios.
- Meld Financial, Inc.Current– present · 6 yearsBirmingham, AL · Adviser representative · Firm CRD 118896
Professional designations
Listed by Meld Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Plans Specialist™ (CRPS™)
Investment adviser representative registrations
Ashley Crawford is registered as an investment adviser representative in 2 states. The first approvals date from June 2020; the most recent is Texas, in October 2024.
- AlabamaSince 12 June 2020
- TexasSince 21 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 16 March 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Ashley Burrell Crawford
- CRD
- 6494331
- Firm
- Meld Financial · CRD 118896
- Office
- 3008 PUMP HOUSE RD., Birmingham, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- meldfinancial.com
Where does Ashley Crawford work?
Ashley Crawford is an investment adviser representative registered through Meld Financial, Inc. since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Ashley Crawford a financial advisor?
Yes. Ashley Crawford has a current investment-adviser registration in Alabama and Texas, through Meld Financial since June 2020.
How many years of experience does Ashley Crawford have?
Ashley Crawford has 9 years in the financial industry, since March 2017, across 1 adviser firm.
What exams has Ashley Crawford passed?
Ashley Crawford passed the Series 7 in March 2017. FINRA credited Ashley Crawford with the SIE, which began in October 2018.
Where is Ashley Crawford based?
Ashley Crawford’s registered office is in Birmingham, AL.
Is Ashley Crawford registered with FINRA?
No. Ashley Crawford has no current broker registration.
Is Ashley Crawford a CFP?
Meld Financial lists Ashley Crawford with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ashley Crawford’s record?
Search CRD 6494331 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashley Crawford’s full registration record.
