Matt Cohen
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.
Matt Cohen is an investment adviser representative with WEST Financial Services, Inc. in Rockville, MD, where they have been registered since 2015. They have worked in the securities industry since 2005 and have been registered with 3 firms, including Fortigent, LLC and Lydian Wealth Management Company, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Maryland and Virginia.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- WEST Financial Services Inc.Oct 2015 – Apr 2021McLean, VA
- WEST Financial Services Inc.Apr 2021 – Mar 2022Mclean, VA
- WEST Financial Services Inc.Mar 2022 – Jan 2024McLean, VA
- WEST Financial Services, Inc.Jan 2024 – no end date reportedMcLean, VA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About WEST Financial Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Up to and including $2,000,0001.00%
- Greater than $2,000,000 up to and including $4,000,0000.75%
- Greater than $4,000,000 up to and including $7,000,0000.50%
- Greater than $7,000,000 up to and including $10,000,0000.40%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, financial planning, executive and business consulting, and retirement plan consulting, including fee-only analysis and evaluation of company retirement plans covering investment options, participation, cost and design.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 22
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Mclean, VA
- SEC file number:
- 801-64834
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 10, 2026
View full firm profileOther advisors at WEST Financial Services, Inc.
Showing 12 of 22 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matt Cohen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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