Eduardo Wisbrun
Investment adviser representative at West Financial Services, Inc.
16 yearsExperience
1 stateRegistered in
CFADesignation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- West Financial Services, Inc.Sep 2024 to now
- UnemployedMar 2023 to Sep 2024
- Morgan StanleySep 2018 to Mar 2023
- UnemployedJul 2017 to Aug 2018
- Caravel ManagementOct 2010 to Jun 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
West Financial Services, Inc.
$2.8BAssets managed
964Clients
22Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6990533
- Firm CRD
- 137497