Unclaimed Profile

Adam Scott Levy

ANDERSEN TAX LLC·MCLEAN, Virginia

Series 7, Series 63, Series 65Clean record21 years registeredANDERSEN TAX LLC

1861 INTERNATIONAL DRIVE, MCLEAN, VA 22102CRD# 3069030Firm CRD# 124205

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Scott Levy · MCLEAN, VA

Registration

CRD #3069030 · ANDERSEN TAX LLC · 21 years registered

Brand Profile

Not yet started

Career History

ANDERSEN

Nov 2019 – present

ALLIANCE CAPITAL MANAGEMENT L P

Oct 2005 – Feb 2006

NEW YORK, NY

ERNST & YOUNG INVESTMENT ADVISERS LLP

Sep 2004 – Jun 2005

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 10, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ANDERSEN TAX LLC

CRD 124205 · SEC 801-61693

AUM

$5.0B

Regulatory assets under management

Employees

1,861

446 client accounts

Services offered by ANDERSEN TAX LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ANDERSEN TAX LLC →

Introduction

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Frequently Asked Questions

What services does Adam Scott Levy offer?

Adam Scott Levy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.

What are Adam Scott Levy's credentials?

Adam Scott Levy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Scott Levy located?

Adam Scott Levy is based in MCLEAN, Virginia, working with ANDERSEN TAX LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.

How does Adam Scott Levy charge for services?

Adam Scott Levy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANDERSEN TAX LLC?

ANDERSEN TAX LLC has approximately 1861 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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