Christopher L. Deblanc

CIVVY WEALTH LLC

Alexandria, VA

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CRD#: 7226695

Professional summary

Christopher Lee Deblanc, CFP® is a registered financial advisor currently at CIVVY WEALTH LLC located in Alexandria, Virginia.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Christopher has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Chris DeBlanc is a Tax Partner at Cherry Bekaert Advisory LLC, headquartered in Raleigh, NC. Not investment related. 175 hours per month. No clients will be referred between the two firms. 11-2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lee Deblanc's 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: 2016

Experience

Current

April 14, 2022 - Present

CIVVY WEALTH LLC

RIA

CRD#: 318865

Alexandria, VA

Past

February 24, 2020 - December 9, 2021

SC&H WEALTH

RIA

CRD#: 120666

TYSONS CORNER, VA

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

Virginia
(4/14/2022)

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: 2/22/2020

Uniform Investment Adviser Law Examination

Current Firm

CIVVY WEALTH LLC

CIVVY WEALTH LLC | DEBLANC WEALTH MANAGEMENT LLC

CRD#: 318865 / SEC#:

Maryland

Registered Investment Advisory firm - (10/22/2024 Terminated)

Virginia

Registered Investment Advisory firm - (4/14/2022 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Manassas, VA

Mailing Address

Phone number

(760) 216-3854

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 3,196,054

Red Flags

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

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Christopher L. Deblanc

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Lee Deblanc's CRS (Customer Relationship Summary).

Certified licenses

Experience

CIVVY WEALTH LLC

SC&H WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2020

Current Firm

CIVVY WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CIVVY WEALTH LLC

TRUST BUT VERIFY

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