Kristina Marie Mello
Investment Adviser Representative at Strategicpoint Investment Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kristina Marie Mello is an investment adviser representative with Strategicpoint Investment Advisors LLC in Providence, RI, where they have been registered since 2018. They have worked in the securities industry since 2009 and have been registered with 4 firms, including J.p. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Rhode Island.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Rhode Island
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jpmorgan Chase BANK NASep 2016 – Feb 2018Boston, MA
- Strategicpoint Investment AdvisorsFeb 2018 – Dec 2019Providence, RI
- Strategicpoint Investment AdvisorsDec 2019 – Apr 2023Providence, RI
- Strategicpoint Investment AdvisorsApr 2023 – no end date reportedProvidence, RI
- Strategicpoint Investment AdvisorsApr 2023 – no end date reportedProvidence, RI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategicpoint Investment Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Other
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.0125
- Under $500,0001.25%
- $500,000-$1,000,0001.00%
- $1,000,001-$1,500,0000.85%
- $1,500,001-$2,000,0000.75%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Providence, RI
- SEC file number:
- 801-61711
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategicpoint Investment Advisors LLC
5 other advisors in the directory
Similar advisors in Providence, RI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kristina Marie Mello has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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