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Arden Gayle Cruz Santos

Cross Border Wealth, LLC

New York, NY

CRD 8245253

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Employer firm

Cross Border Wealth, LLC CRD 288330

$222M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Cross Border Wealth, Llc

230 Park Avenue 4Th Floor West, New York, NY 10169 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-14
  • PA RA
    APPROVED
    Since 2026-04-14

Branch Locations

230 Park Avenue 4Th Floor West, New York, NY 10169 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Interpublic Group: Mccann, Initiative Taguig 12/2014 02/2018
Unemployed Metro Manila 02/2018 12/2018
Concentrix Muntinlupa 12/2018 07/2020
Cross Border Wealth Muntinlupa 07/2020 Present
Cross Border Wealth, Llc New York NY 04/2026 Present
  • 12/2014 → 02/2018
    Interpublic Group: Mccann, Initiative
    Taguig
  • 02/2018 → 12/2018
    Unemployed
    Metro Manila
  • 12/2018 → 07/2020
    Concentrix
    Muntinlupa
  • 07/2020 → Present
    Cross Border Wealth
    Muntinlupa
  • 04/2026 → Present
    Cross Border Wealth, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-14
  • S65 Uniform Investment Adviser Law Examination
    2026-04-14

View on SEC IAPD

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