Arlene Alexander

CYNDEO WEALTH PARTNERS

Grayson, GA

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CRD#: 5109844

Professional summary

Arlene Alexander, who also goes by Arlene Kalb-pabros, Arlene Salinas, is a registered financial advisor currently at CYNDEO WEALTH PARTNERS located in Grayson, Georgia.

Arlene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Arlene has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Arlene Kalb-Pabros | Arlene Salinas

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arlene Alexander'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

February 13, 2023 - Present

CYNDEO WEALTH PARTNERS

RIA

CRD#: 307781

Grayson, GA

Past

October 23, 2009 - December 16, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

October 23, 2009 - December 16, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

Past

April 4, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

ATLANTA, GA

Past

March 30, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

ATLANTA, GA

Past

August 9, 2006 - March 5, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ATLANTA, GA

Past

August 8, 2006 - March 5, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CYNDEO WEALTH PARTNERS

CW BOSS | CYNDEO WEALTH PARTNERS, LLC | CYNDEO WEALTH PARTNERS

CRD#: 307781 / SEC#: 801-118839

RIA

Registered Investment Advisory firm - (6/3/2020 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Georgia
(2/13/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/27/2006

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: 8/7/2006

General Securities Representative Examination

Current Firm

CYNDEO WEALTH PARTNERS

CW BOSS | CYNDEO WEALTH PARTNERS, LLC | CYNDEO WEALTH PARTNERS

CRD#: 307781 / SEC#: 801-118839

RIA

Registered Investment Advisory firm - (6/3/2020 Approved)

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Contact information

Main Address

200 Central Avenue 23rd Floor, St. Petersburg, FL, 33701

Mailing Address

Phone number

(727) 472-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CYNDEO WEALTH PARTNERS ADV BROCHURE (7/10/2025)

Regulatory assets under management

Total Number of Accounts	4,011
AUM (Assets Under Management)	$ 2,580,844,138

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
09/11/2024	Cover Page	Report
11/27/2023	Cover Page	Report

Red Flags

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

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Arlene Alexander

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arlene Alexander's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CYNDEO WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/7/2006

Current Firm

CYNDEO WEALTH PARTNERS

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CYNDEO WEALTH PARTNERS

TRUST BUT VERIFY

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