Andersen
Andersen (CRD# 124205) is a financial advisory firm headquartered in Mclean, VA. They manage $3,696,945,000 in 331 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management3,697MILLION
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Total Number of Accounts331ACCOUNTS
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Average Account Value$11,169,018
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
Christina Bokor (CRD# 6266853) is an Investment Advisor Representative working at Andersen in Mclean, VA and has over 8 years of experience in the finance industry.
Christine Brill (CRD# 5771600) is an Investment Advisor Representative working at Andersen in Mclean, VA and has over 11 years of experience in the finance industry.
Andrew Kyriacou (CRD# 3129136) is an Investment Advisor Representative working at Andersen in Boston, MA and has over 23 years of experience in the finance industry.
Mary McCormick (CRD# 6656278) is an Investment Advisor Representative working at Andersen in Mclean, VA and has 1 year of experience in the finance industry. Mary McCormick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Eric Sanders (CRD# 6656203) is an Investment Advisor Representative working at Andersen in Mclean, VA and has 1 year of experience in the finance industry. Eric Sanders has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Keegan Stroup (CRD# 4494933) is an Investment Advisor Representative working at Andersen in Mclean, VA and has 1 year of experience in the finance industry. Keegan Stroup has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian Ullsperger (CRD# 2255540) is an Investment Advisor Representative working at Andersen in Mclean, VA and has over 27 years of experience in the finance industry.
Shaun Hamilton (CRD# 7293859) is an Investment Advisor Representative working at Andersen in Boston, MA and has 1 year of experience in the finance industry.
Adam Levy (CRD# 3069030) is an Investment Advisor Representative working at Andersen in West Palm Beach, FL and has over 19 years of experience in the finance industry. Adam Levy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.