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Craig Douglas Meldahl

LONGBOAT KEY FINANCIAL GROUP, LLC·LONGBOAT KEY, Florida
Series 10, Series 9, Series 31, Series 1, Series 63LONGBOAT KEY FINANCIAL GROUP, LLC
6350 GULF OF MEXICO DRIVE, LONGBOAT KEY, FL 34228CRD# 331504Firm CRD# 138830

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Douglas Meldahl · LONGBOAT KEY, FL
Registration
CRD #331504 · LONGBOAT KEY FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Craig Douglas Meldahl is a registered financial advisor based in LONGBOAT KEY, Florida, affiliated with LONGBOAT KEY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LONGBOAT KEY FINANCIAL GROUP, LLC
LONGBOAT KEY FINANCIAL GROUP, LLC
AUM
$39M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LONGBOAT KEY FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 331504
Firm CRD# 138830
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Douglas Meldahl offer?
Craig Douglas Meldahl specializes in Financial Planning, Investment Management. Contact their office in LONGBOAT KEY, Florida for a consultation.
What are Craig Douglas Meldahl's credentials?
Craig Douglas Meldahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Douglas Meldahl located?
Craig Douglas Meldahl is based in LONGBOAT KEY, Florida, working with LONGBOAT KEY FINANCIAL GROUP, LLC. Their office serves clients in the LONGBOAT KEY metropolitan area and surrounding communities.
How does Craig Douglas Meldahl charge for services?
Craig Douglas Meldahl's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONGBOAT KEY FINANCIAL GROUP, LLC?
LONGBOAT KEY FINANCIAL GROUP, LLC has approximately 6 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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