Inactive

Eduardo Wisbrun

West Financial Services, Inc.

CRD 6990533

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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:

Current Employers

West Financial Services, Inc.

2010 Corporate Ridge Road Ste 530, Mclean, VA 22102 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2024-10-24

VA RA
APPROVED

Since 2024-10-24

Branch Locations

2010 Corporate Ridge Road Ste 530, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	New York	NY	09/2018	03/2023
Caravel Management	New York	NY	10/2010	06/2017
Unemployed	New York	NY	07/2017	08/2018
West Financial Services, Inc.	Mclean	VA	09/2024	Present
Unemployed	New York	NY	03/2023	09/2024

09/2018 → 03/2023

Morgan Stanley

New York, NY
10/2010 → 06/2017

Caravel Management

New York, NY
07/2017 → 08/2018

Unemployed

New York, NY
09/2024 → Present

West Financial Services, Inc.

Mclean, VA
03/2023 → 09/2024

Unemployed

New York, NY

Designations

Chartered Financial Analyst

View on SEC IAPD

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BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA

MORGAN STANLEY · Mclean, VA

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