Unclaimed Profile

Brian Steven Ullsperger

ANDERSEN TAX LLC·MCLEAN, Virginia

Series 7, Series 9, Series 10, Series 63Clean record29 years registeredANDERSEN TAX LLC

1861 INTERNATIONAL DRIVE, MCLEAN, VA 22102CRD# 2255540Firm CRD# 124205

Profile Verification

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

Identity

Brian Steven Ullsperger · MCLEAN, VA

Registration

CRD #2255540 · ANDERSEN TAX LLC · 29 years registered

Brand Profile

Not yet started

Career History

ANDERSEN

Aug 2011 – present

CAPITAL FIDUCIARY ADVISORS, INC.

Aug 2007 – Jul 2010

LEESBURG, VA

USF ADVISORS, LLC

Oct 2006 – Oct 2007

HOUSTON, TX

CHARLES SCHWAB & CO., INC.

Jul 1997 – Mar 2005

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

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 Brian Steven Ullsperger offer?

Brian Steven Ullsperger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.

What are Brian Steven Ullsperger's credentials?

Brian Steven Ullsperger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Steven Ullsperger located?

Brian Steven Ullsperger is based in MCLEAN, Virginia, working with ANDERSEN TAX LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.

How does Brian Steven Ullsperger charge for services?

Brian Steven Ullsperger'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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