Alexandra Barbara Demosthenes
Investment adviser representative at Boca Wealth Advisors
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$378.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Boca Wealth, Cpas, LLCJan 2025 to now
- Boca Wealth Advisors, LLCOct 2010 to now
- Arthur J Canter, CpaOct 2010 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Boca Wealth Advisors
Legal name: Boca Wealth Advisors, LLC
$378.6MAssets managed
157Clients
2Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5984852
- Firm CRD
- 108038