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ANDERSEN TAX LLC
ANDERSEN TAX LLC
ANDERSEN
MCLEAN, Virginia
·
25 registered advisors
·
CRD# 124205
SEC# 801-61693
5
571-382-0020
01
Firm Overview
AUM
$5.0B
Regulatory assets under management
Employees
1861
Total firm employees
Advisors
25
Registered representatives
02
Services & Fees
Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ANDERSEN TAX LLC
25 registered advisors
Adam Scott Levy
MCLEAN, Virginia
CRD# 3069030
Adam Steinberger
MCLEAN, Virginia
CRD# 7896566
Andrew Kyriacou
MCLEAN, Virginia
CRD# 3129136
Armand E Epstein
MCLEAN, Virginia
CRD# 5039186
Art Gurwitz
MCLEAN, Virginia
CRD# 7896569
Brian Steven Ullsperger
MCLEAN, Virginia
CRD# 2255540
Chad Thiel
MCLEAN, Virginia
CRD# 7896568
Daniel Gerald Depaoli
MCLEAN, Virginia
CRD# 4495423
David Kapnick
MCLEAN, Virginia
CRD# 6318082
Frank Cassidy
MCLEAN, Virginia
CRD# 6932959
Gerald Douglas Des Roches
MCLEAN, Virginia
CRD# 2881437
Gilbert Randolph Macpherson
MCLEAN, Virginia
CRD# 2641499
Jeff Malo
MCLEAN, Virginia
CRD# 7358351
Joseph Karczewski
MCLEAN, Virginia
CRD# 5483090
Mark Lawrence Vorsatz
MCLEAN, Virginia
CRD# 4610346
Mary Duffy
MCLEAN, Virginia
CRD# 6932964
Matthew Allan Juffer
MCLEAN, Virginia
CRD# 4239679
Morgan Lee Chong
MCLEAN, Virginia
CRD# 5470084
Peter Coscia
MCLEAN, Virginia
CRD# 6932956
Peter Crocco
MCLEAN, Virginia
CRD# 7530795
Richard Wyman
MCLEAN, Virginia
CRD# 6318078
Sid Luckenbach
MCLEAN, Virginia
CRD# 6178445
Stephen Richard Corrick
MCLEAN, Virginia
CRD# 5477601
Steven Guidice
MCLEAN, Virginia
CRD# 5482681
Susan Kay Swartz
MCLEAN, Virginia
CRD# 5896198
05
Office Locations
MCLEAN, Virginia
25 advisors
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Data sourced from SEC Form ADV filings. ANDERSEN TAX LLC (CRD# 124205) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.