Arden Gayle Santos has been an investment adviser representative at Cross Border Wealth since April 2026, and is not listed among the firm’s executive officers or direct owners.
Cross Border Wealth, LLC is a New York, NY firm with $222M under management, 531 clients and 7 advisers across 3 offices, as of its April 2026 filing.
Arden Santos is an Associate International Investment Advisor at Cross Border Wealth. Formerly the firm's Client Services Manager from 2020 to 2023, she works closely with the firm's senior advisors on investment and portfolio inquiries, account administration, beneficiary updates and service requests. Earlier roles include Partnerships Executive at Initiative, Interpublic Group, and Communications Trainer at Concentrix.
- Cross Border Wealth, LLCCurrent– present · under a yearNew York, NY · Adviser representative · Firm CRD 288330
Investment adviser representative registrations
Arden Gayle Santos is registered as an investment adviser representative in Pennsylvania, since April 2026.
- PennsylvaniaSince 14 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 April 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Arden Gayle Cruz Santos
- CRD
- 8245253
- Firm
- Cross Border Wealth · CRD 288330
- Office
- 230 PARK AVENUE, 4TH FLOOR WEST, New York, NY 10169
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crossborder-wealth.com
Where does Arden Gayle Santos work?
Arden Gayle Santos is an investment adviser representative registered through Cross Border Wealth, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Arden Gayle Santos a financial advisor?
Yes. Arden Gayle Santos has a current investment-adviser registration in Pennsylvania, through Cross Border Wealth since April 2026.
How many years of experience does Arden Gayle Santos have?
Arden Gayle Santos has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Arden Gayle Santos passed?
Arden Gayle Santos passed the Series 65 in April 2026.
Where is Arden Gayle Santos based?
Arden Gayle Santos’ registered office is in New York, NY.
Is Arden Gayle Santos registered with FINRA?
No. Arden Gayle Santos has no current broker registration.
How can I verify Arden Gayle Santos’ record?
Search CRD 8245253 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Arden Gayle Santos’ full registration record.