Alexandra Barbara Demosthenes
CFP®Professional Summary
Alexandra Barbara Demosthenes, CFP®, who also goes by Alexandra Barbara Demosthenes, Alexandra Barbara Mendieta, Alexandra Barbara Mendieta, is a registered financial advisor currently at BOCA WEALTH ADVISORS located in Boca Raton, Florida. Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alexandra has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Investment Management
- Estate & Legacy Planning
- Financial Planning
- Business Services
- Retirement Planning
Biography
Alexandra is the Director of Financial Planning and Senior Wealth Advisor for Investment Advisory Professionals, LLC (IAP). Her duties include portfolio management, financial planning, and tax planning. Alexandra is a Past President and current Board Member of the Atlantic Chapter of the FICPA (Florida Institute of Certified Public Accountants). She has served as a Board Member of FICPA Young CPA Committee, Volunteer Advisor at AICPA Accounting Scholars Leadership Workshop and is a member of the...
Other Aliases
Alexandra Barbara Demosthenes, Alexandra Barbara Mendieta, Alexandra Barbara Mendieta
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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
Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
BOCA WEALTH ADVISORS | INVESTMENT ADVISORY PROFESSIONALS LLC | BOCA WEALTH ADVISORS, LLC
Contact Information
Main Address
1515 S Federal Hwy Suite 306, Boca Raton, FL 33432Phone Number
(561) 391-4477# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
514AUM (Assets Under Management)
$378,570,000Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2026 | Cover Page | Report |
| 09/22/2025 | Cover Page | Report |
| 09/11/2024 | Cover Page | Report |
| 01/17/2024 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
BOCA WEALTH ADVISORS | INVESTMENT ADVISORY PROFESSIONALS LLC | BOCA WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(12/21/2011)
(4/29/2016)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Alexandra Barbara Demosthenes's CRS (Customer Relationship Summary).
Services Offered by Alexandra
- Tax Planning
- Investment Management
- Estate & Legacy Planning
- Financial Planning
- Business Services
- Retirement Planning
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