Kristie L. Messina

MESSINA WEALTH MANAGEMENT

DALLAS, TX 75225

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CRD#: 6683348

Professional summary

Kristie Lyn Messina, who also goes by Kristie Brunetti Adams, Kristi Lyn Brunetti, Kristie Lyn Brunetti, is a registered financial advisor currently at MESSINA WEALTH MANAGEMENT, LLC located in Dallas, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Kristie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Kristie has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristie Brunetti Adams | Kristi Lyn Brunetti | Kristie Lyn Brunetti

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Messina Wealth Management, LLC. Investment-related. At registered location, RIA. CCO & Financial Advisor. Managing Partner. Start date: 1/2025. 160 hours/month, 150 hours/month during trading hours. Responsible for all aspects of the firm's compliance and operations as well as investment advice to clients 2. Fixed Insurance. Investment-related. At registered location. Selling Fixed Insurance. Full Life Agent. Start date: 1/2025. 20 hours/month, 10 hours/month during trading hours. Selling and servicing life insurance policies, annuities and health insurance policies. 3. KBM Wealth Management, investment related, 3419 Westminster AveApt 1010DallasTexas75205, owner, 9/28/2023, 0 hours per month, 0 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristie Lyn Messina's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 7, 2025 - Present

MESSINA WEALTH MANAGEMENT, LLC

Office #1: 5960 Berkshire Lane 6th Floor, Dallas, TX, 75225

RIA

CRD#: 332216

DALLAS, TX

Current

April 7, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 5690 Berkshire Lane 6th Floor, Dallas, TX 75225

CRD#: 35747

ALBANY, NY

Past

February 17, 2025 - February 19, 2025

MESSINA WEALTH MANAGEMENT, LLC

RIA

CRD#: 332216

SPRING HILL, FL

Past

June 1, 2017 - April 29, 2025

HILLTOP SECURITIES INC.

RIA

CRD#: 6220

DALLAS, TX

Past

December 13, 2016 - April 29, 2025

HILLTOP SECURITIES INC.

CRD#: 6220

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(4/7/2025)

IAR

California
(4/7/2025)

Colorado
(4/7/2025)

Florida
(4/7/2025)

IAR

Florida
(7/10/2025)

Missouri
(5/16/2025)

Nevada
(4/7/2025)

Oregon
(4/7/2025)

Texas
(4/7/2025)

IAR

Texas
(4/7/2025)

Virginia
(4/7/2025)

Washington
(4/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/1/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MESSINA WEALTH MANAGEMENT, LLC

CRD#: 332216 / SEC#: 801-131490

RIA

Registered Investment Advisory firm - (7/30/2025 Terminated)

California

Registered Investment Advisory firm - (7/24/2025 Approved)

Florida

Registered Investment Advisory firm - (7/10/2025 Approved)

Texas

Registered Investment Advisory firm - (7/8/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

5960 Berkshire Lane 6th Floor, Dallas, TX, 75225

Mailing Address

3419 Westminster Ave #1010, Dallas, TX 75205

Phone number

(214) 205-2066

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MWM FORM ADV PART 2A (6/26/2025)

KRISTIE MESSINA 2B (6/26/2025)

LAWRENCE MESSINA 2B (6/26/2025)

Regulatory assets under management

Total Number of Accounts	220
AUM (Assets Under Management)	$ 60,900,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kristie L. Messina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristie Lyn Messina's CRS (Customer Relationship Summary).

Certified licenses

Experience

MESSINA WEALTH MANAGEMENT, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MESSINA WEALTH MANAGEMENT, LLC

HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/1/2017

SIE

Date: 10/1/2018

Series 7

Date: 12/13/2016

FINRA

Current Firm

MESSINA WEALTH MANAGEMENT, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MESSINA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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