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Trustee · Denali Advisors, LLC

Melvin D. Lindsey

CRD 1828574 · Named on Form ADV at 5 SEC-registered advisers

At a glance

Denali Advisors, LLC, an SEC-registered asset manager based in SAN Diego, CA with $1.4 billion in regulatory assets, lists Melvin D. Lindsey on its Form ADV as Trustee, a control person. The SEC filings also name Melvin at 4 other registered advisers.

Firms and roles

AtlasMembers

Melvin’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 each firm
5 firmsLocked
Control-person status
5 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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 (23)

18 more people named with Melvin on the same filings, with titles and firms. Free in Atlas with a free account.

See all 23 free

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