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Arlene Alexander

Cyndeo Wealth Partners

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About Arlene Alexander

Arlene Alexander is a financial advisor with Cyndeo Wealth Partners. Arlene has been in the industry since 2006. Arlene works with a variety of clients including high net worth individuals, individuals other than high net worth, corporations or other businesses, and charitable organizations. Arlene is registered with the state of Georgia and holds the Series 66, Series 7, and SIE licenses. Arlene was previously employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC of America Investment Services, Inc.

Firm Information

Arlene Alexander is currently registered with Cyndeo Wealth Partners. Cyndeo Wealth Partners is an investment advisor headquartered in ST. PETERSBURG, FL, United States. They provide advisory consulting/family office and wealth planning services, financial planning, and selection of other advisors. The firm manages approximately $1,996,710,237 in regulatory assets under management for 3,924 accounts. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
Cyndeo Wealth Partners

200 CENTRAL AVENUE, 23RD FLOOR

ST. PETERSBURG, FL 33701

$2.00B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting/family office and wealth planning services

Advisory consulting/family office and wealth planning services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Arlene Alexander’s Registration & Firm History

GA

02/13/2023 - Present

Cyndeo Wealth Partners (Grayson GA)

GA

10/23/2009 - 12/16/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)

GA

03/30/2007 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)

GA

08/08/2006 - 03/05/2007

AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 06/27/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arlene Alexander.
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