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).

By the Numbers
  • Total Assets Under Management
    3,697
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $11,169,018
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Andersen
Showing 1 - 9 of 9 top financial advisors.
1
Christina M. Bokor
CRD#: 6266853
1861 International Drive, Suite 501, Mclean, VA 22102

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.

2
Christine F. Brill
CRD#: 5771600
1861 International Drive, Suite 501, Mclean, VA 22102

Christine Brill (CRD# 5771600) is an Investment Advisor Representative working at Andersen in Mclean, VA and has over 12 years of experience in the finance industry.

3
Andrew Kyriacou
CRD#: 3129136
125 High Street, 16th Floor, Boston, MA 02110

Andrew Kyriacou (CRD# 3129136) is an Investment Advisor Representative working at Andersen in Boston, MA and has over 24 years of experience in the finance industry.

4
Mary K. McCormick
CRD#: 6656278
1861 International Drive, Suite 501, Mclean, VA 22102

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.

5
Eric M. Sanders
CRD#: 6656203
1861 International Drive, Suite 501, Mclean, VA 22102

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.

6
Keegan F. Stroup
CRD#: 4494933
1861 International Drive, Suite 501, Mclean, VA 22102

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.

7
Brian S. Ullsperger
CRD#: 2255540
1861 International Drive, Suite 501, Mclean, VA 22102

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.

8
Shaun P. Hamilton
CRD#: 7293859
125 High Street, Oliver Street Tower, Boston, MA 02110

Shaun Hamilton (CRD# 7293859) is an Investment Advisor Representative working at Andersen in Boston, MA and has over 2 years of experience in the finance industry.

9
Adam S. Levy
CRD#: 3069030
One North Clematis Street, Suite 110, West Palm Beach, FL 33401

Adam Levy (CRD# 3069030) is an Investment Advisor Representative working at Andersen in West Palm Beach, FL and has over 20 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.

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