Kimberly Melo has been an investment adviser representative at TerraFirma Wealth Partners since December 2025, and is not listed among the firm’s executive officers or direct owners.
Terrafirma Wealth Partners LLC is a Walnut Creek, CA firm with $118M under management, 94 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Kimberly Melo is Wealth Management Analyst of TerraFirma Wealth Partners LLC, with 25 years of experience in the industry. She prepares what the advisors need to consider how a client may best reach their goals and, after plans are presented, helps execute the steps.
- Terrafirma Wealth PartnersCurrent– present · under a yearWalnut Creek, CA · Adviser representative · Firm CRD 331568
Investment adviser representative registrations
Kimberly Melo is registered as an investment adviser representative in Arizona, since December 2025.
- ArizonaSince 2 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 November 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 December 2004 |
| Series 7 | General Securities Representative Examination | 9 December 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kimberly Razon Melo
- CRD
- 4212422
- Firm
- TerraFirma Wealth Partners · CRD 331568
- Office
- 1255 TREAT BOULEVARD, SUITE 300, Walnut Creek, CA 94597
- Registration
- Investment adviser registration
- In the industry since
- August 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- terrafirmawealth.com
Where does Kimberly Melo work?
Kimberly Melo is an investment adviser representative registered through Terrafirma Wealth Partners LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kimberly Melo a financial advisor?
Yes. Kimberly Melo has a current investment-adviser registration in Arizona, through TerraFirma Wealth Partners since December 2025.
How many years of experience does Kimberly Melo have?
Kimberly Melo has 14 years in the financial industry, since August 2012, across 1 adviser firm.
What exams has Kimberly Melo passed?
Kimberly Melo has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 2004. FINRA credited Kimberly Melo with the SIE, which began in October 2018.
Where is Kimberly Melo based?
Kimberly Melo’s registered office is in Walnut Creek, CA.
Is Kimberly Melo registered with FINRA?
No. Kimberly Melo has no current broker registration.
How can I verify Kimberly Melo’s record?
Search CRD 4212422 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kimberly Melo’s full registration record.
