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Kristie Lyn Messina

MESSINA WEALTH MANAGEMENT, LLC·SPRING HILL, Florida
Clean recordMESSINA 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at MESSINA WEALTH MANAGEMENT, LLC

Lawrence Jude Messina
SPRING HILL, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
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Research
Advisor Fees in FloridaNational Fee Analysis
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