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Steven Guidice

WTAS LLC·MCLEAN, Virginia
Unclaimed Profile
1861 INTERNATIONAL DRIVE, MCLEAN, VA 22102CRD# 5482681Firm CRD# 124205
01

About

Steven Guidice is a registered financial advisor based in MCLEAN, Virginia, affiliated with WTAS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ANDERSEN TAX LLC
ANDERSEN
AUM
$5.0B
Regulatory assets under management
Employees
1861
Total firm employees
View all advisors at ANDERSEN TAX LLC →
Services
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5482681
Firm CRD# 124205
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Guidice offer?
Steven Guidice specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.
What are Steven Guidice's credentials?
Steven Guidice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Guidice located?
Steven Guidice is based in MCLEAN, Virginia, working with WTAS LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does Steven Guidice charge for services?
Steven Guidice'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 WTAS LLC?
WTAS 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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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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