Alana Light

MCLEAN ASSET MANAGEMENT

Tysons, VA 22182

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CRD#: 5778825

Professional summary

Alana Light, CFP®, who also goes by Alana A Rudkovsky, Alana Alexandra Rudkovsky, Alana Rudkovsky, is a registered financial advisor currently at MCLEAN ASSET MANAGEMENT CORP. located in Tysons, Virginia.

Alana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alana has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alana A Rudkovsky | Alana Alexandra Rudkovsky | Alana Rudkovsky

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alana Light's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

February 26, 2018 - Present

MCLEAN ASSET MANAGEMENT CORP.

Office #1: 1900 Gallows Road Suite 350, Tysons, VA 22182

RIA

CRD#: 108067

Tysons, VA

Past

March 27, 2017 - February 15, 2018

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

BETHESDA, MD

Past

May 11, 2016 - February 15, 2018

NYLIFE SECURITIES LLC

CRD#: 5167

BETHESDA, MD

Past

October 6, 2014 - September 14, 2015

NATIONWIDE SECURITIES, LLC

RIA

CRD#: 11173

HERNDON, VA

Past

April 1, 2014 - September 14, 2015

NATIONWIDE SECURITIES, LLC

CRD#: 11173

HERNDON, VA

Past

July 26, 2013 - October 21, 2013

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

RESTON, VA

Past

July 26, 2013 - October 21, 2013

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

RESTON, VA

Past

August 3, 2011 - June 7, 2013

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

ALEXANDRIA, VA

Past

July 19, 2011 - June 7, 2013

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

ALEXANDRIA, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MCLEAN ASSET MANAGEMENT CORP.

ENCORE 401K | WATERMARK ADVISER SOLUTIONS | MCLEAN FINANCIAL PLANNING CORP | MCLEAN ASSET MANAGEMENT CORPORATION | MCLEAN ASSET MANAGEMENT CORP.

CRD#: 108067 / SEC#: 801-55363

RIA

Registered Investment Advisory firm - (3/19/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/27/2022)

IAR

Virginia
(2/26/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/2/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/28/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/15/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/17/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/22/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MCLEAN ASSET MANAGEMENT CORP.

ENCORE 401K | WATERMARK ADVISER SOLUTIONS | MCLEAN FINANCIAL PLANNING CORP | MCLEAN ASSET MANAGEMENT CORPORATION | MCLEAN ASSET MANAGEMENT CORP.

CRD#: 108067 / SEC#: 801-55363

RIA

Registered Investment Advisory firm - (3/19/1998 Approved)

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Contact information

Main Address

1900 Gallows Road Suite 350, Tysons, VA 22182

Mailing Address

Phone number

(703) 827-0636

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCLEAN ASSET MANAGEMENT CORP ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,435
AUM (Assets Under Management)	$ 819,201,980

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Alana Light

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alana Light's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

MCLEAN ASSET MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/2011

Series 63

Date: 7/28/2011

SIE

Date: 2/15/2018

Series 7

Date: 2/17/2017

Series 6

Date: 6/22/2011

Current Firm

MCLEAN ASSET MANAGEMENT CORP.

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCLEAN ASSET MANAGEMENT CORP.

TRUST BUT VERIFY

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