Kristina Mello, financial advisor Providence RI

Kristina Mello

CRD Number: 5507257
Current Firm: Strategicpoint Investment Advisors LLC

Kristina Mello (CRD# 5507257) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Strategicpoint Investment Advisors Providence, RI Apr 2023 - Current < 1
Strategicpoint Investment Advisors Providence, RI Apr 2023 - Current < 1
Strategicpoint Investment Advisors Providence, RI Dec 2019 - Apr 2023 3
Strategicpoint Investment Advisors Providence, RI Feb 2018 - Dec 2019 1
Jpmorgan Chase Bank Na Boston, MA Sep 2016 - Feb 2018 1
Jpmorgan Securities LLC Boston, MA Sep 2016 - Feb 2018 1
Merrill Lynch, Pierce, Fenner & Smith, Inc. Wellesley Hills, MA Apr 2016 - Sep 2016 < 1
Suffolk University Boston, MA Sep 2013 - May 2016 2
Bank Of America, N.a. Wellesley Hills, MA Jul 2015 - Apr 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Oct 2009 - Jul 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Kristina M. Mello
Phone Number: 401-273-1500
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    638
    MILLIONS
  • Total Number of Accounts
    1,925
    ACCOUNTS
  • Average Account Value
    $331,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, CT, FL, MA, MD, ME, NC, NH, NY, RI, TX, VA

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