RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
K••••••• M•••• M••••
- Title
- Senior Financial Advisor and Director of Financial Planningreportedstrategicpoint.comfirm site, Sep 15, 2026
- Designations
- MBAreportedstrategicpoint.comas printed on the bio page, Sep 16, 2026
- Professional profile
- strategicpoint.com/team/kristina-m-mello-mbareportedstrategicpoint.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••••••• I••••••••• A••••••• L•• independent RIA currentsince Sep 24, 2018 · Providence, Ri
- J••• M••••• S••••••••• L•• wirehouseOct 6, 2016 to Feb 15, 2018 · Boston, Ma
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 27, 2009 to Sep 27, 2016 · Boston, Ma
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedDec 15, 2008 to Oct 23, 2009 · Boston, Ma
- J••• M••••• S••••••••• L•• to S••••••••• I••••••••• A••••••• L••left Feb 15, 2018, registered Sep 24, 2018 (221 days) · Wirehouse to independent RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••left Sep 27, 2016, registered Oct 6, 2016 (9 days) · Wirehouse to wirehouse
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 27, 2009 (4 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address