Arden gayle Cruz Santos
Investment adviser representative at Cross Border Wealth, LLC
12 yearsExperience
1 stateRegistered in
$221.9MFirm assets
7 yearsFirm in business
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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.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Cross Border Wealth, LLCJul 2020 to now
- ConcentrixDec 2018 to Jul 2020
- UnemployedFeb 2018 to Dec 2018
- Interpublic Group: Mccann, InitiativeDec 2014 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cross Border Wealth, LLC
$221.9MAssets managed
531Clients
7Advisers
7 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
- 8245253
- Firm CRD
- 288330