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Kristie Lyn Messina

MESSINA WEALTH MANAGEMENT, LLC·SPRING HILL, Florida
Unclaimed Profile
5437 SPRING HILL DRIVE, SPRING HILL, FL 34606CRD# 6683348Firm CRD# 332216
01

About

Kristie Lyn Messina is a registered financial advisor based in SPRING HILL, Florida, affiliated with MESSINA WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MESSINA WEALTH MANAGEMENT, LLC
MESSINA WEALTH MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MESSINA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6683348
Firm CRD# 332216
No disclosures on file
View on FINRA BrokerCheck →

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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 in SPRING HILL
Lawrence Jude Messina — MESSINA WEALTH MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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