Meld Financial, Inc.
Meld Financial, Inc. (CRD# 118896) is a financial advisory firm headquartered in Birmingham, AL. They manage $594,413,274 in 1,646 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management594MILLION
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Total Number of Accounts1,646ACCOUNTS
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Average Account Value$361,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, FL, GA, IN, LA, MS, NC, NE, NY, SC, TN, TX, VA
Patricia Burris (CRD# 2924167) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 26 years of experience in the finance industry.
Matthew Gensler (CRD# 1312436) is an Investment Advisor Representative working at Meld Financial, Inc. in Suffern, NY and has over 23 years of experience in the finance industry.
Michael Guilsher (CRD# 1157544) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 40 years of experience in the finance industry.
Blake May (CRD# 6407811) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 9 years of experience in the finance industry.
Tami McDonald (CRD# 3233299) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 24 years of experience in the finance industry.
Dwight Reynolds (CRD# 4419789) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 22 years of experience in the finance industry.
Kyle Whittington (CRD# 5295189) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 16 years of experience in the finance industry.
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.
Madison Caswell (CRD# 7045926) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 2 years of experience in the finance industry.
William Connor (CRD# 5364354) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has over 16 years of experience in the finance industry.