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Chief Operating Officer/integrator · Kreitler Financial LLC

Melissa A. Taylor

CRD 4770071 · Named on Form ADV at one SEC-registered adviser

At a glance

Kreitler Financial LLC, an SEC-registered wealth manager based in New Haven, CT with $585 million in regulatory assets, lists Melissa A. Taylor on its Form ADV as Chief Operating Officer/integrator, a control person.

Firms and roles

  • Kreitler Financial LLCChief Operating Officer/integratorWealth manager · New Haven, CT · $585M in regulatory assets

AtlasMembers

Melissa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Melissa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.