Kristina Mello, financial advisor Wellesley Hills MA
93 score

Kristina Mello

CRD Number: 5507257
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kristina Mello (CRD# 5507257) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Wellesley Hills, MA Jul 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills, MA Oct 2009 - Current 7
Town Sports International Allston, MA Dec 2006 - Jul 2011 4
Plantation Catering Of Newport Middletown, RI Nov 2007 - Oct 2010 2
Banc Of America Investment Services, Inc. Boston, MA Mar 2008 - Oct 2009 1
Bank Of America, N.a. Boston, MA Jul 2007 - Mar 2008 < 1
Emmanuel College Boston, MA Sep 2003 - May 2007 3
Carmella's Pizzeria Portsmouth, RI Apr 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Kristina M. Mello
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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