Kristina Marie Mello
Investment adviser representative at Strategicpoint Investment Advisors LLC
10 yearsExperience
1 stateRegistered in
$914.8MFirm assets
23 yearsFirm in business
Are you Kristina Marie Mello? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Strategicpoint Investment Advisors LLCFeb 2018 to now
- JPMorgan Chase Bank NASep 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (RI).
Strategicpoint Investment Advisors LLC
Legal name: Strategic Point Investment Advisors LLC
$914.8MAssets managed
709Clients
6Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5507257
- Firm CRD
- 124636