Daniel Trosch

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

• 04/2012 → 09/2016
  Lpl Financial
  Rockville, MD
• 10/2016 → 06/2018
  Untied Brokerage Svcs
  Bethesda, MD
• 07/2018 → 07/2023
  West Financial Services
  Mclean, VA
• 07/2023 → Present
  West Financial Services
  Mclean, VA

Previous Registrations

• 2006-03-07 → 2015-05-26
  Fortigent, Llc
  Rockville, MD
• 2005-11-14 → 2006-02-28
  West Financial Services, Inc.
  Mclean, VA
• 2003-01-07 → 2005-11-14
  West Financial Services Inc
  Mclean, VA

Designations

• Chartered Financial Analyst

Other Names

• Dan Trosch