Holly Criss is a control person of Meld Financial and directly owns under 5% of it.
Meld Financial is an investment adviser based in Birmingham, AL, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $776 million, as filed on 24 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5451078
- Firm
- Meld Financial · CRD 118896
- Role
- Chief Compliance Officer
- In role since
- March 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Birmingham, AL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Holly Criss work?
Holly Criss has been Chief Compliance Officer of Meld Financial, Inc. since March 2026, and is a control person of the firm.
How can I verify Holly Criss’ record?
Holly Criss’ role is listed on Meld Financial, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 118896.
Kyle WhittingtonManaging Partner/President- James CornehlsenPartner
Blake MayPartner