Meld Financial, Inc.

Meld Financial, Inc. (CRD# 118896) is a financial advisory firm headquartered in Birmingham, AL. They manage $585,944,667 in 1,516 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    586
    MILLION
  • Total Number of Accounts
    1,516
    ACCOUNTS
  • Average Account Value
    $386,507
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, IN, LA, MS, NC, NE, NY, SC, TN, TX, VA

Financial Advisors at Meld Financial, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Patricia L. Burris
CRD#: 2924167
3008 Pump House Rd., Birmingham, AL 35243

Patricia Burris (CRD# 2924167) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 24 years of experience in the finance industry. Patricia Burris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew D. Gensler
CRD#: 1312436
Suffern, NY

Matthew Gensler (CRD# 1312436) is an Investment Advisor Representative working at Meld Financial, Inc. in Suffern, NY and has over 21 years of experience in the finance industry.

3
Michael J. Guilsher
CRD#: 1157544
3008 Pump House Rd., Birmingham, AL 35243

Michael Guilsher (CRD# 1157544) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 38 years of experience in the finance industry.

4
Blake W. May
CRD#: 6407811
3008 Pump House Rd., Birmingham, AL 35243

Blake May (CRD# 6407811) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 7 years of experience in the finance industry. Blake May has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Tami W. McDonald
CRD#: 3233299
5900 River Road, Suite 301, Columbus, GA 31904

Tami McDonald (CRD# 3233299) is an Investment Advisor Representative working at Meld Financial, Inc. in Columbus, GA and has over 22 years of experience in the finance industry. Tami McDonald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Mark A. McGarvey
CRD#: 853065
3008 Pump House Rd., Birmingham, AL 35243

Mark McGarvey (CRD# 853065) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 28 years of experience in the finance industry. Mark McGarvey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Dwight H. Reynolds
CRD#: 4419789
3008 Pump House Rd., Birmingham, AL 35243

Dwight Reynolds (CRD# 4419789) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 20 years of experience in the finance industry.

8
Kyle B. Whittington
CRD#: 5295189
3008 Pump House Rd., Birmingham, AL 35243

Kyle Whittington (CRD# 5295189) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 14 years of experience in the finance industry. Kyle Whittington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Ashley R. Burrell
CRD#: 6494331
3008 Pump House Rd., Birmingham, AL 35243

Ashley Burrell (CRD# 6494331) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has 1 year of experience in the finance industry. Ashley Burrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Madison Caswell
CRD#: 7045926
3008 Pump House Rd., Birmingham, AL 35243

Madison Caswell (CRD# 7045926) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.