Partner · Meld Financial, Inc.
Blake W May
CRD 6407811 · Named on Form ADV at one SEC-registered adviser
At a glance
Meld Financial, Inc., an SEC-registered wealth manager based in Birmingham, AL with $776 million in regulatory assets, lists Blake W May on its Form ADV as Partner, a control person.
Firms and roles
- Meld Financial, Inc.PartnerWealth manager · Birmingham, AL · $776M in regulatory assets
AtlasMembers
Blake’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Kyle B WhittingtonManaging Partner/president, Meld Financial, Inc.
- James B. CornehlsenPartner, Meld Financial, Inc.
- Holly M. CrissChief Compliance Officer, Meld Financial, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Blake’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.