Blake May has been Partner of Meld Financial since January 2022, is a control person of the firm and directly owns between 10% and 25% of it. Blake May holds a Juris Doctor from Cumberland School of Law and a B.A. in Liberal Arts (Journalism) from Auburn University.
Meld Financial, Inc. is a Birmingham, AL firm with $776M under management, 1,130 clients and 10 advisers across 3 offices, as of its March 2026 filing.
Blake May is Partner of Meld Financial. Blake is a Senior Financial Advisor with over 11 years of experience specializing in retirement planning, estate planning, and investment management. He provides guidance on optimizing retirement income, preserving wealth through estate planning, and growing assets through customized investment portfolios.
Blake May’s longest registration is the current one, 6 years at Meld Financial since 2020. Before joining Meld Financial in 2020, Blake May was registered through MML Investors Services, LLC and Msi Financial Services, Inc.
- Meld Financial, Inc.Current– present · 6 yearsBirmingham, AL · Adviser representative · Firm CRD 118896
- MML Investors Services, LLC– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 10409
- Msi Financial Services, Inc.– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 14251
Professional designations
Listed by Meld Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Blake May is registered as an investment adviser representative in 2 states. The first approvals date from June 2020; the most recent is Texas, in December 2021.
- AlabamaSince 12 June 2020
- TexasSince 9 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 27 October 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 November 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 October 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Blake W May
- CRD
- 6407811
- Firm
- Meld Financial · CRD 118896
- Role
- Partner
- Office
- 3008 PUMP HOUSE RD., Birmingham, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- meldfinancial.com
Where does Blake May work?
Blake May has been Partner of Meld Financial, Inc. since January 2022, and is a control person of the firm.
Is Blake May a financial advisor?
Yes. Blake May has a current investment-adviser registration in Alabama and Texas, through Meld Financial since June 2020.
How many years of experience does Blake May have?
Blake May has 11 years in the financial industry, since November 2014, across 3 adviser firms.
What exams has Blake May passed?
Blake May has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in October 2014. FINRA credited Blake May with the SIE, which began in October 2018.
Where did Blake May work before Meld Financial?
Before Meld Financial, Blake May was registered through MML Investors Services, LLC, March 2017 to November 2018; Msi Financial Services, Inc., November 2015 to March 2017.
Where is Blake May based?
Blake May’s registered office is in Birmingham, AL.
Is Blake May registered with FINRA?
No. Blake May has no current broker registration.
Is Blake May a CFP?
Meld Financial lists Blake May with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Blake May’s record?
Search CRD 6407811 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Blake May’s full registration record.
Kyle WhittingtonManaging Partner/President- Holly CrissChief Compliance Officer
- James CornehlsenPartner