Rodrigo Esteban Huerta

Employer firm

West Financial Services, Inc. CRD 137497

$2.84B regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 08/2017
  Aegis Wealth Management Llc
  Bethesda, MD
• 08/2017 → 05/2023
  West Financial Services, Inc.
  Mclean, VA
• 05/2023 → 04/2026
  West Financial Services, Inc.
  Mclean, VA
• 04/2026 → Present
  West Financial Services, Inc.
  Mclean, VA

Previous Registrations

• 2016-04-11 → 2017-08-15
  Aegis Wealth
  Bethesda, MD

Other Businesses

Water's Edge Group, the business invests in Real Estate residence homes (Non-security investments), started in July2018. The address of the other business: 10723 Basket Oak Ct. Burke, VA 22015. The nature of the other business: Real Estate Management business. Rod is the President/Co-Owner. He spends approximately 3-5 hours a month devoting to this business and he does not devote anytime to this business during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-25