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Daniel E. Mcmanus

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CRD#: 1237800
DM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Eugene Mcmanus was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1984. Daniel had worked at 2 firms and has passed the Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 23, 2023 - September 13, 2024

WEST FINANCIAL SERVICES, INC.

RIA
CRD#: 137497
MCLEAN, VA
Past

February 24, 1984 - February 20, 1985

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WEST FINANCIAL SERVICES, INC.
WEST FINANCIAL SERVICES, INC.
WEST FINANCIAL SERVICES, INC.

CRD#: 137497 / SEC#: 801-64834

RIA
Registered Investment Advisory firm - (10/3/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 2/24/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 3/23/1984
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 2/18/1984
General Securities Representative Examination

Current Firm

WEST FINANCIAL SERVICES, INC.
WEST FINANCIAL SERVICES, INC.
WEST FINANCIAL SERVICES, INC.

CRD#: 137497 / SEC#: 801-64834

RIA
Registered Investment Advisory firm - (10/3/2005 Approved)
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Contact information

Main Address
2010 Corporate Ridge Road Ste 530, Mclean, VA 22102
Mailing Address
Phone number
(703) 847-2500
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WFS - FORM ADV, PART 2A (4/10/2025)

Regulatory assets under management

Total Number of Accounts2,636
AUM (Assets Under Management)$ 2,574,623,952

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEST FINANCIAL SERVICES, INC.

WEST FINANCIAL SERVICES, INC.

CRD#: 137497

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