Vanessa L. Alanis

BLACK DOG WEALTH

MANASSAS, VA

Some features on this profile are disabled

CRD#: 7610171

Professional summary

Vanessa Lane Alanis, who also goes by Vanessa Lane Sturgill, is a registered financial advisor currently at BLACK DOG WEALTH, LLC located in Manassas, Virginia.

Vanessa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Vanessa has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vanessa Lane Sturgill

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.

1) Magellan Health - Not investment related. 2800 Shirlington Rd. #350, Arlington, VA 22206, Provides Financial Counselors to military service members and their families, On-Demand Financial Counselor, started Aug 2023, <5 hours per month 2) Chisholm Financial Planning and Investments investment related 968 Bradley Street #207 Watertown NY 13601 Paraplanner starting on 08/22, less than 20 hours. This activity is investment related and poses no conflict of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vanessa Lane Alanis'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®

None

Experience

Current

February 28, 2025 - Present

BLACK DOG WEALTH, LLC

RIA

CRD#: 334464

MANASSAS, VA

Past

April 10, 2024 - February 25, 2025

CHISHOLM FINANCIAL PLANNING & INVESTMENTS

RIA

CRD#: 293233

MANASSAS, 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
(2/28/2025)

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

Current Firm

BLACK DOG WEALTH, LLC

BLACK DOG WEALTH | BLACK DOG WEALTH, LLC

CRD#: 334464 / SEC#:

Virginia

Registered Investment Advisory firm - (2/28/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Montclair, VA

Mailing Address

Phone number

(571) 390-5727

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Vanessa L. Alanis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vanessa Lane Alanis's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACK DOG WEALTH, LLC

CHISHOLM FINANCIAL PLANNING & INVESTMENTS

State Registrations and Notice Filings

Exams

Current Firm

BLACK DOG WEALTH, LLC

Contact information

Documents

Red Flags

Company Information

BLACK DOG WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors