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RIA / WealthAdvisor17 years in industry

KRISTINA MARIE MELLO

Advisor at STRATEGICPOINT INVESTMENT ADVISORS LLC

PROVIDENCE, RI

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Search this name across graphsid dfx:ria:a4a77dbf-e4d0-6675-ac5e-07d9f2848f1b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 15, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGICPOINT INVESTMENT ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 24, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 24, 2008
First registration: Dec 15, 2008
Dual registered: no
IAPD individual key: 5507257

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGICPOINT INVESTMENT ADVISORS LLC	Independent wealth	Sep 24, 2018	n/a	yes	PROVIDENCE, RI	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 6, 2016	Feb 15, 2018	no	BOSTON, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 27, 2009	Sep 27, 2016	no	BOSTON, MA\|BOSTON, MA\|WELLESLEY HILLS, MA\|BURLINGTON, MA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Dec 15, 2008	Oct 23, 2009	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	STRATEGICPOINT INVESTMENT ADVISORS LLC	Feb 15, 2018	Sep 24, 2018	221	Firm change	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	Sep 27, 2016	Oct 6, 2016	9	Firm change	Wirehouse to wirehouse
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 27, 2009	4	Bulk transfer	Other

Relationships

Registered with (4)

→ STRATEGICPOINT INVESTMENT ADVISORS LLCRegistered adviserregistration: current employment
Sep 24, 2018 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 6, 2016 to Feb 15, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 27, 2009 to Sep 27, 2016factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Dec 15, 2008 to Oct 23, 2009factForm ADV

Dated events

No dated event names this entity yet.