UBS Financial Services
47yrs
Top advisor by experience in Virginia
24yrs
Daniel Trosch
Financial advisor at West Financial Services
Based in McLean, Virginia, Daniel Trosch is a financial advisor with 24 years of industry experience. Daniel has been with West Financial Services since 2018; before that, Daniel spent nine years at Fortigent. Daniel holds the CFA designation.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 73% of advisors at West Financial Services
Office2010 Corporate Ridge Road Suite 530, McLean, VA 22102
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.85 million
Advisors at the firm22
States licensed ?1 state
Services through West Financial Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2018 – nowWest Financial Services, Inc.Current firm
- 2006 – 2015Fortigent, LLCPreviously
- Nov 2005 – Feb 2006West Financial Services, Inc.Previously
- 2003 – 2005West Financial Services Inc.Previously
Contact Daniel
(703) 847-2500West Financial Services main office 2010 Corporate Ridge Road Suite 530McLean, VA 22102Office · Get directions Firm websitewww.westfinancial.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call West Financial Services at (703) 847-2500 and ask for Daniel Trosch. Daniel works from the McLean, VA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2003, about 24 years. More experience than 73% of advisors at West Financial Services.
What licenses does Daniel hold?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
West Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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