Alan Rafael Menase
Investment Adviser Representative at WEST FINANCIAL SERVICES, INC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alan Rafael Menase has worked in the securities industry since 2018. They are registered to provide investment advisory services in Maryland and Virginia.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to and including $2,000,000 | 1.00% |
| Greater than $2,000,000 up to and including $4,000,000 | 0.75% |
| Greater than $4,000,000 up to and including $7,000,000 | 0.50% |
| Greater than $7,000,000 up to and including $10,000,000 | 0.40% |
| Greater than $10,000,000 | 0.30% |
Firm-stated minimum; may be waived at the firm's discretion.
WEST Financial Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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