Alan Rafael Menase

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

• 03/2022 → 03/2025
  The Vanguard Group, Inc
  Malvern, PA
• 01/2014 → 03/2022
  Mallard Financial Partners
  Newark, DE
• 03/2025 → Present
  West Financial Services, Inc.
  Rockville, MD

Previous Registrations

• 2022-05-17 → 2025-04-16
  Vanguard Advisers, Inc.
  Malvern, PA
• 2018-06-20 → 2022-03-16
  Mallard Financial Partners Inc
  Newark, DE

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-05-16

Designations

• Certified Financial Planner

Other Names

• Alan Rafael Menase
• Alan Menase