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Victoria Grossmann Henry

West Financial Services, Inc.

Mclean, VA

CRD 6174399

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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

AuthorityCategoryStatusDate
VA RA APPROVED 2016-11-10
  • VA RA
    APPROVED
    Since 2016-11-10

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
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Washington DC 03/2013 09/2016
West Financial Services, Inc. Mclean VA 11/2016 03/2022
West Financial Services, Inc. Mclean VA 03/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-16
  • S66 Uniform Combined State Law Examination
    2013-08-16
Designations
  • Certified Financial Planner
Other Names
  • Vicky Grossmann
  • Victoria Grossmann
  • Victoria Lee Grossmann

View on SEC IAPD

Nearby Firms

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Nearby Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH

Nearby Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA

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