Dannielle La Rosa

SENTINEL WEALTH MANAGEMENT

RESTON, VA 20190

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CRD#: 8059418

Professional summary

Dannielle La Rosa is a registered financial advisor currently at SENTINEL WEALTH MANAGEMENT, INC. located in Reston, Virginia.

Dannielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Dannielle has worked at 1 firm 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.

Food for Neighbors Not investment related 12020 Sunrise Valley Drive Suite 100 Reston, VA 20191 Non-Profit Director of Accounting & Finance Director of Accounting & Finance January 2021 60 hours/month No time devoted to other business during workday securities trading hours Accounting and finance duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dannielle La Rosa'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®

None

Experience

Current

May 5, 2025 - Present

SENTINEL WEALTH MANAGEMENT, INC.

Office #1: 11710 Plaza America Drive Suite 2000, Reston, VA 20190

RIA

CRD#: 122235

RESTON, 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".

SENTINEL WEALTH MANAGEMENT, INC.

CRD#: 122235 / SEC#: 801-61393

RIA

Registered Investment Advisory firm - (8/16/2002 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

Maryland
(5/5/2025)

IAR

Virginia
(5/5/2025)

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

State Security Law Exam

IAR

Series 65

Date: 5/5/2025

Uniform Investment Adviser Law Examination

Current Firm

SENTINEL WEALTH MANAGEMENT, INC.

CRD#: 122235 / SEC#: 801-61393

RIA

Registered Investment Advisory firm - (8/16/2002 Approved)

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Contact information

Main Address

11710 Plaza America Drive Suite 2000, Reston, VA 20190

Mailing Address

Phone number

(703) 787-5770

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SENTINEL WEALTH MANAGEMENT ADV 2A (10/31/2025)

Regulatory assets under management

Total Number of Accounts	338
AUM (Assets Under Management)	$ 338,662,123

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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Dannielle La Rosa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dannielle La Rosa's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENTINEL WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

SENTINEL WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2025

Current Firm

SENTINEL WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SENTINEL WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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