Matthew Gensler has been an investment adviser representative at Meld Financial since September 2020, and is not listed among the firm’s executive officers or direct owners. Matthew Gensler holds a BA in Anthropology from Brown University and an MBA in Finance & International Business from Columbia Business School.
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.
Matthew Gensler is Managing Director, Portfolio Management and Chief Investment Strategist of Meld Financial. Matthew has more than 20 years of investment management experience, serving as a Managing Director and Chief Investment Strategist at three money management firms before his tenure at Meld. Before that career, Matthew spent 17 years as a mergers and acquisitions investment banker.
Matthew Gensler’s longest registration was 9 years at Capstone Investment Financial Group, LLC (2015–2024). Before joining Meld Financial in 2020, Matthew Gensler was registered through Capstone Investment Financial Group, LLC and Coastal Investment Advisors.
- Meld Financial, Inc.Current– present · 6 yearsBoynton Beach, FL · Adviser representative · Firm CRD 118896
- Capstone Investment Financial Group, LLC– · 9 yearsSuffern, NY · Adviser representative · Firm CRD 122575
- Coastal Investment Advisors– · 4 yearsWilmington, DE · Adviser representative · Firm CRD 134952
- Raymond James Financial Services Advisors, Inc– · 1 yearNew York, NY · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 1 yearNew York, NY · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Matthew Gensler is registered as an investment adviser representative in 2 states. The first approvals date from September 2020; the most recent is Florida, in August 2025.
- AlabamaSince 21 September 2020
- FloridaSince 13 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 4 September 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 March 2001 |
| Series 24 | General Securities Principal Examination | 20 December 1985 |
| Series 7 | General Securities Representative Examination | 19 January 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Douglas Gensler
- CRD
- 1312436
- Firm
- Meld Financial · CRD 118896
- Office
- Boynton Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- December 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- meldfinancial.com
Where does Matthew Gensler work?
Matthew Gensler is an investment adviser representative registered through Meld Financial, Inc. since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Gensler a financial advisor?
Yes. Matthew Gensler has a current investment-adviser registration in Alabama and Florida, through Meld Financial since September 2020.
How many years of experience does Matthew Gensler have?
Matthew Gensler has 17 years in the financial industry, since December 2008, across 5 adviser firms.
What exams has Matthew Gensler passed?
Matthew Gensler has passed 4 licensing exams: the Series 7, Series 24, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1985. FINRA credited Matthew Gensler with the SIE, which began in October 2018.
Where did Matthew Gensler work before Meld Financial?
Before Meld Financial, Matthew Gensler was registered through Coastal Investment Advisors, December 2011 to December 2015; Raymond James Financial Services Advisors, Inc, January 2009 to June 2010; Raymond James Financial Services, July 2007 to January 2009.
Where is Matthew Gensler based?
Matthew Gensler’s registered office is in Boynton Beach, FL.
Is Matthew Gensler registered with FINRA?
No. Matthew Gensler has no current broker registration.
How can I verify Matthew Gensler’s record?
Search CRD 1312436 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Gensler’s full registration record.
