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Matthew Douglas Gensler

Investment Adviser Representative at MELD FINANCIAL, INC.

Boynton Beach, FLCRD #1312436Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
2 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Douglas Gensler has worked in the securities industry since 2008. They are registered to provide investment advisory services in Alabama and Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
AlabamaFlorida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/4/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 3/1/2001
SIE
Securities Industry Essentials Examination
Passed 11/3/2015
Series 7
General Securities Representative Examination
Passed 1/19/1985
Series 24
General Securities Principal Examination
Passed 12/20/1985

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Asset tierAnnual rate
$0 - $250,0001.50%
$250,001 - $500,0001.25%
$500,001 - $1,000,0001.00%
$1,000,000 and higher0.00%
Source

MELD Financial, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MELD FINANCIAL, INC.Current
9/21/2020Boynton Beach, FL
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
10/30/201511/5/2024Suffern, NY
COASTAL INVESTMENT ADVISORS
12/7/201112/14/2015Wilmington, DE
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
1/2/20096/11/2010New York, NY
RAYMOND JAMES FINANCIAL SERVICES
7/6/20071/2/2009New York, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MELD FINANCIAL, INC.

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View MELD FINANCIAL, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Douglas Gensler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Matthew Douglas Gensler - Financial Advisor in Boynton Beach, FL | AdvisorFinder