Kyle Whittington has been Managing Partner/President of Meld Financial since January 2007, is a control person of the firm and directly owns 75% or more of it. Kyle Whittington holds an M.S. in Human Environmental Sciences (Financial Planning) from the University of Alabama and a B.S. in Commerce and Business Administration (Finance) from the University of Alabama.
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.
Kyle B. Whittington is Managing Partner of Meld Financial. Kyle has been in the financial services business since 2006 and was promoted to President of Meld Financial in 2021. He services Meld's individual clients with their investment portfolio needs and oversees Meld's Investment Department, focusing on design and implementation of investment plans for clients.
- Meld Financial, Inc.Current– present · 18 yearsBirmingham, AL · Adviser representative · Firm CRD 118896
Professional designations
Listed by Meld Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kyle Whittington is registered as an investment adviser representative in 2 states. The first approvals date from April 2008; the most recent is Texas, in December 2021.
- AlabamaSince 15 April 2008
- TexasSince 9 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 1 September 2015 |
| Series 66 | Uniform Combined State Law Examination | 13 March 2008 |
| Series 7 | General Securities Representative Examination | 4 December 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle B Whittington
- CRD
- 5295189
- Firm
- Meld Financial · CRD 118896
- Role
- Managing Partner/President
- Office
- 3008 PUMP HOUSE RD., Birmingham, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- meldfinancial.com
Where does Kyle Whittington work?
Kyle Whittington has been Managing Partner/President of Meld Financial, Inc. since January 2007, and is a control person of the firm.
Is Kyle Whittington a financial advisor?
Yes. Kyle Whittington has a current investment-adviser registration in Alabama and Texas, through Meld Financial since April 2008.
How many years of experience does Kyle Whittington have?
Kyle Whittington has 18 years in the financial industry, since December 2007, across 1 adviser firm.
What exams has Kyle Whittington passed?
Kyle Whittington has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in December 2007. FINRA credited Kyle Whittington with the SIE, which began in October 2018.
Where is Kyle Whittington based?
Kyle Whittington’s registered office is in Birmingham, AL.
Is Kyle Whittington registered with FINRA?
No. Kyle Whittington has no current broker registration.
Is Kyle Whittington a CFP?
Meld Financial lists Kyle Whittington with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kyle Whittington’s record?
Search CRD 5295189 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Whittington’s full registration record.
- Holly CrissChief Compliance Officer
- James CornehlsenPartner
Blake MayPartner