Alexandra Kent

WEALTH ENGAGEMENT

Atlanta, GA

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CRD#: 8285780

Professional summary

Alexandra Kent is a registered financial advisor currently at WEALTH ENGAGEMENT located in Atlanta, Georgia.

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Alexandra has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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.

Book of the Month Club, Not investment related, 34 W 27th St, Floor 10, New York, NY 10001, Intern, started 6/1/2026, 128 hours per month, 128 hours per month during securities trading hours, Book of the Month LLC is an e-commerce subscription box service that sells and ships monthly curated books directly to consumers.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Kent'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

August 13, 2026 - Present

WEALTH ENGAGEMENT

RIA

CRD#: 310438

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".

WEALTH ENGAGEMENT

WEALTH ENGAGEMENT | WEALTH ENGAGEMENT LLC

CRD#: 310438 / SEC#: 801-132166

RIA

Registered Investment Advisory firm - (3/13/2025 Approved)

Georgia

Registered Investment Advisory firm - (3/20/2025 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

Georgia
(8/13/2026)

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 65

Date: 5/29/2026

Uniform Investment Adviser Law Examination

Current Firm

WEALTH ENGAGEMENT

WEALTH ENGAGEMENT | WEALTH ENGAGEMENT LLC

CRD#: 310438 / SEC#: 801-132166

RIA

Registered Investment Advisory firm - (3/13/2025 Approved)

Georgia

Registered Investment Advisory firm - (3/20/2025 Terminated)

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Contact information

Main Address

3715 Northside Parkway Nw, Building 100 Ste 500, Atlanta, GA 30327

Mailing Address

Phone number

(917) 826-5955

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTH ENGAGEMENT (1/13/2026)

Regulatory assets under management

Total Number of Accounts	104
AUM (Assets Under Management)	$ 105,040,254

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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Alexandra Kent

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Kent's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH ENGAGEMENT

Primary Firm SEC Registration

WEALTH ENGAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/2026

Current Firm

WEALTH ENGAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH ENGAGEMENT

TRUST BUT VERIFY

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