Brian Ullsperger, financial advisor Mclean VA

Brian Ullsperger

CRD Number: 2255540
Current Firm: Andersen

Brian Ullsperger (CRD# 2255540) is an Investment Advisor Representative working at Andersen in Mclean, VA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Wtas LLC Mclean, VA Mar 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
Contact Info for Brian S. Ullsperger
Phone Number: 571-382-0020
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    4,217
    MILLIONS
  • Total Number of Accounts
    413
    ACCOUNTS
  • Average Account Value
    $10,211,165
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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