Cindy Y. Mota Rios

RE-ENVISION WEALTH

NEW YORK, NY 10022

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CRD#: 6081889

Professional summary

Cindy Yorlenis Mota Rios, CFP®, who also goes by Cindy Mota, Cindy Yorlenis Mota Corona, is a registered financial advisor currently at RE-ENVISION WEALTH located in New York, New York.

Cindy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Cindy has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cindy Mota | Cindy Yorlenis Mota Corona

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.

Cindy Mota is the owner of Sublime conducting Mindset/NLP-related coaching. This engagement began December 14,2021 and is located at 26 Mohawk Ave Hawthrone, New Jersey, 07506. 10 hours are devoted to coaching duties and 0 of those hours are during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cindy Yorlenis Mota Rios'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

April 25, 2023 - Present

RE-ENVISION WEALTH

Office #1: 590 Madison Avenue, Ibm Building 21st Floor, New York, NY 10022

RIA

CRD#: 299357

NEW YORK, NY

Past

April 4, 2019 - September 21, 2022

GREENSPRING ADVISORS, LLC

RIA

CRD#: 132669

PARAMUS, NJ

Past

August 17, 2012 - May 8, 2014

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

RE-ENVISION WEALTH

GRID 202 LLC | RE-ENVISION WEALTH | GRID 202 PARTNERS

CRD#: 299357 / SEC#: 801-123745

RIA

Registered Investment Advisory firm - (4/18/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (5/31/2022 Terminated)

Maryland

Registered Investment Advisory firm - (6/1/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (6/1/2022 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.

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

New York
(2/20/2025)

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.

Exams

State Security Law Exam

Series 63

Date: 7/20/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/16/2012

General Securities Representative Examination

Current Firm

RE-ENVISION WEALTH

GRID 202 LLC | RE-ENVISION WEALTH | GRID 202 PARTNERS

CRD#: 299357 / SEC#: 801-123745

RIA

Registered Investment Advisory firm - (4/18/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (5/31/2022 Terminated)

Maryland

Registered Investment Advisory firm - (6/1/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (6/1/2022 Terminated)

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Contact information

Main Address

590 Madison Avenue, Ibm Building 21st Floor, New York, NY 10022

Mailing Address

Phone number

(301) 233-7903

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/3/2025)

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 117,416,947

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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Cindy Y. Mota Rios

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cindy Yorlenis Mota Rios's CRS (Customer Relationship Summary).

Certified licenses

Experience

RE-ENVISION WEALTH

GREENSPRING ADVISORS, LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

RE-ENVISION WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 7/20/2012

Series 7

Date: 8/16/2012

Current Firm

RE-ENVISION WEALTH

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RE-ENVISION WEALTH

TRUST BUT VERIFY

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