Kristina Mello has been an investment adviser representative at Strategic Point Investment Advisors since September 2018, and is not listed among the firm’s executive officers or direct owners. Kristina Mello holds a Double B.A. in Spanish & Global Studies from Emmanuel College and a Global MBA from Suffolk University.
Strategic Point Investment Advisors LLC is a Providence, RI firm with $915M under management, 709 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Kristina Mello is Senior Financial Advisor of StrategicPoint Investment Advisors. She also serves as Director of Financial Planning, working with the team to deliver tailored strategies to clients, specializes in women's planning issues and retirement decision making, and is a member of the Portfolio Management Committee. Prior to joining StrategicPoint in 2018, Kristina held various roles at J.P. Morgan, Bank of America and Merrill Lynch, including client service and operations, credit and lending, and practice management.
Kristina Mello’s longest registration is the current one, 8 years at Strategic Point Investment Advisors since 2018. Before joining Strategic Point Investment Advisors in 2018, Kristina Mello was registered through J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 8 yearsProvidence, RI · Adviser representative · Firm CRD 124636
- J.P. Morgan Securities LLC– · 1 yearBoston, MA · Adviser representative · Firm CRD 79
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 6 yearsWellesley Hills, MA · Adviser representative · Firm CRD 7691
- Banc of America Investment Services, Inc.– · under a yearBoston, MA · Adviser representative · Firm CRD 16361
Investment adviser representative registrations
Kristina Mello is registered as an investment adviser representative in Rhode Island, since September 2018.
- Rhode IslandSince 24 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 November 2008 |
| Series 7 | General Securities Representative Examination | 30 July 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kristina Marie Mello
- CRD
- 5507257
- Firm
- Strategic Point Investment Advisors · CRD 124636
- Office
- 294 WEST EXCHANGE STREET, Providence, RI 02903-1004
- Registration
- Investment adviser registration
- In the industry since
- March 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategicpoint.com
Where does Kristina Mello work?
Kristina Mello is an investment adviser representative registered through Strategic Point Investment Advisors LLC since September 2018, and is not listed among the firm’s executive officers or direct owners.
Is Kristina Mello a financial advisor?
Yes. Kristina Mello has a current investment-adviser registration in Rhode Island, through Strategic Point Investment Advisors since September 2018.
How many years of experience does Kristina Mello have?
Kristina Mello has 17 years in the financial industry, since March 2009, across 4 adviser firms.
What exams has Kristina Mello passed?
Kristina Mello has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2008. FINRA credited Kristina Mello with the SIE, which began in October 2018.
Where did Kristina Mello work before Strategic Point Investment Advisors?
Before Strategic Point Investment Advisors, Kristina Mello was registered through J.P. Morgan Securities LLC, October 2016 to February 2018; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2009 to September 2016; Banc of America Investment Services, Inc., December 2008 to October 2009.
Where is Kristina Mello based?
Kristina Mello’s registered office is in Providence, RI.
Is Kristina Mello registered with FINRA?
No. Kristina Mello has no current broker registration.
How can I verify Kristina Mello’s record?
Search CRD 5507257 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristina Mello’s full registration record.
