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Alexandra Cabral Kinander

CFP®
CRD# 5346286·Registered 2007 - 2023
Previously Registered: Being a previously registered professional could mean that Alexandra is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Alexandra Cabral Kinander, CFP®, who also goes by Alexandra Blatt Cabral, was a registered financial advisor. Alexandra was a previously registered financial professional and started their career in finance 2007 - 2023. Alexandra had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Alexandra Blatt Cabral

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2011

Years of Experience

19 years in the financial services industry

Current & Past Employments

D. M. BRENNER, INC.·CRD# 134398
RIA
Solana Beach, CA
October 29, 2013 - September 22, 2023
FORTUNE FINANCIAL SERIVCES, LLC·CRD# 42150
BD
Solana Beach, CA
May 20, 2013 - October 6, 2020
SCF SECURITIES, INC.·CRD# 47275
BD
San Diego, CA
August 12, 2011 - May 17, 2013
LPL FINANCIAL LLC·CRD# 6413
RIA
Encinitas, CA
August 1, 2007 - August 16, 2011
LPL FINANCIAL LLC·CRD# 6413
BD
Encinitas, CA
June 25, 2007 - August 16, 2011

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Current Firm

DM
D. M. BRENNER, INC.

BRENNER, DAVID MORGAN | NAVIGATOR ADVISORY SERVICES, INC | LM HARWOOD, INC. | DAVID M. BRENNER | D. M. BRENNER, INC. | D. M. BRENNER & ASSOCIATES

CRD#: 134398 / SEC#: 801-119136
RIA
Registered Investment Advisory firm - SEC (9/8/2020 Approved)
California
Registered Investment Advisory firm - California (3/19/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (2/17/2022 Terminated)
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).

Contact Information

Main Address

380 Stevens Avenue Suite 205, Solana Beach, CA 92075

Phone Number

(858) 345-1001

# of Employees

5

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

D.M. BRENNER, INC. FORM ADV PART 2A (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

369

AUM (Assets Under Management)

$193,620,246

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. INSURANCE AGENT - SELLING LIFE AND HEALTH INSURANCE TO INDIVIDUAL THROUGH SEVERAL DIFFERENT CARRIERS, COMPENSATED THROUGH COMMISSIONS FROM CARRIERS 2. PLANNING ASSISTANT WITH DM BRENNER, INC. - ASSISTING IN THE PREPARATION OF PROJECTIONS AND SPREADSHEETS ASSOCIATED WITH FINANCIAL PLANS, COMPENSATED HOURLY 3. Representative also has passive income through rental properties 3.REGISTERED assistant for DM Brenner, Inc. 4. IAR with DM Brenner, Inc.

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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".
DM
D. M. BRENNER, INC.

BRENNER, DAVID MORGAN | NAVIGATOR ADVISORY SERVICES, INC | LM HARWOOD, INC. | DAVID M. BRENNER | D. M. BRENNER, INC. | D. M. BRENNER & ASSOCIATES

CRD#: 134398 / SEC#: 801-119136
RIA
Registered Investment Advisory firm - SEC (9/8/2020 Approved)
California
Registered Investment Advisory firm - California (3/19/2022 Terminated)
Texas
Registered Investment Advisory firm - Texas (2/17/2022 Terminated)
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).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2007About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2007About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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