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Kristie Lyn Messina

MESSINA WEALTH MANAGEMENT, LLC·SPRING HILL, Florida
SIE, Series 7, Series 66Clean record9 years registeredMESSINA WEALTH MANAGEMENT, LLC
5437 SPRING HILL DRIVE, SPRING HILL, FL 34606CRD# 6683348Firm CRD# 332216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristie Lyn Messina · SPRING HILL, FL
Registration
CRD #6683348 · MESSINA WEALTH MANAGEMENT, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

MESSINA WEALTH MANAGEMENT, LLC
Apr 2025 – present
PURSHE KAPLAN STERLING INVESTMENTS
Apr 2025 – present
MESSINA WEALTH MANAGEMENT, LLC
Feb 2025 – Feb 2025
SPRING HILL, FL
HILLTOP SECURITIES INC.
Jun 2017 – Apr 2025
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 1, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MESSINA WEALTH MANAGEMENT, LLC
CRD 332216 · SEC 801-131490
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Services offered by MESSINA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MESSINA WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kristie Lyn Messina offer?
Kristie Lyn Messina specializes in Financial Planning, Investment Management. Contact their office in SPRING HILL, Florida for a consultation.
What are Kristie Lyn Messina's credentials?
Kristie Lyn Messina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristie Lyn Messina located?
Kristie Lyn Messina is based in SPRING HILL, Florida, working with MESSINA WEALTH MANAGEMENT, LLC. Their office serves clients in the SPRING HILL metropolitan area and surrounding communities.
How does Kristie Lyn Messina charge for services?
Kristie Lyn Messina's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MESSINA WEALTH MANAGEMENT, LLC?
MESSINA WEALTH MANAGEMENT, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MESSINA WEALTH MANAGEMENT, LLC

Lawrence Jude Messina
SPRING HILL, FL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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