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ANDERSEN TAX LLC, CRD 124205
MCLEAN, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ANDREW KYRIACOU | n/a | BOSTON, MA | 18 | 28 | 1 | no |
| BRIAN STEVEN ULLSPERGER | n/a | MCLEAN, VA | 15 | 31 | 3 | no |
| KEEGAN FAY STROUP | Certified Financial Planner | MCLEAN, VA | 15 | 19 | 1 | no |
| CHRISTINE FRANCES Brill | n/a | MCLEAN, VA | 10 | 16 | 1 | no |
| eric michael sanders | Certified Financial Planner | MCLEAN, VA | 10 | 20 | n/a | no |
| Mary Kurry McCormick | Certified Financial Planner | MCLEAN, VA | 10 | 23 | n/a | no |
| CHRISTINA MARIE BOKOR | n/a | MCLEAN, VA | 8 | 12 | 1 | no |
| Shaun Paul Hamilton | n/a | Boston, MA | 5 | 18 | n/a | no |
| JEFFREY MICHAEL BRATZ | Certified Financial Planner | DES MOINES, IA | 2 | 22 | 3 | no |
| MATTHEW ALLAN JUFFER | Certified Financial Planner | DES MOINES, IA | 2 | 25 | 3 | no |
| ADAM SCOTT LEVY | n/a | West Palm Beach, FL | 2 | 24 | 2 | no |
| Kevin Reid Draudt | Certified Financial Planner | MCLEAN, VA | 2 | 12 | 3 | no |
| DANIEL MICHAEL GOLDSTEIN | Chartered Financial Analyst | McLean, VA | 2 | 31 | 1 | no |
| Thomas Galgano | Chartered Financial Analyst | New York, NY | 2 | 10 | n/a | no |
| Daniel Holly | Chartered Financial Analyst | MCLEAN, VA | 1 | 10 | n/a | no |
| Anthony Rieck | Certified Financial Planner | MCLEAN, VA | 1 | 11 | n/a | no |
| David Francis | Certified Financial Planner | MCLEAN, VA | 1 | 12 | n/a | no |
| Christian Corey Martin | Chartered Financial Analyst | New York, NY | 1 | 12 | n/a | no |
| CHARLES HOWARD FISHER | Certified Financial Planner|Personal Financial Specialist|Chartered Financial Analyst | Tampa, FL | 1 | 30 | 1 | no |
| Mollie Caputo | Certified Financial Planner | Boston, MA | 1 | 11 | n/a | no |
| VLADIMIR GUERRIER | Certified Financial Planner | Boston, MA | 1 | 10 | n/a | no |
| Leigha Pope | n/a | McLean, VA | 1 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANDERSEN TAX HOLDINGS LLC | HOLDING COMPANY | E | yes | 12/2007 | Mar 30, 2026 | Mar 30, 2026 |
| CASSIDY, FRANK | MANAGING DIRECTOR/BOARD MEMBER | Na | yes | 01/2018 | Mar 30, 2026 | Mar 30, 2026 |
| Coscia, Peter | MANAGING DIRECTOR/BOARD MEMBER | Na | yes | 01/2018 | Mar 30, 2026 | Mar 30, 2026 |
| Crocco, Peter | MANAGING DIRECTOR/BOARD MEMBER | Na | yes | 01/2022 | Mar 30, 2026 | Mar 30, 2026 |
| DECKELMAN, WILLIAM, LEROY | MANAGING DIRECTOR/CHIEF LEGAL OFFICER | Na | yes | 01/2025 | Mar 30, 2026 | Mar 30, 2026 |
| DEPAOLI, DANIEL, GERALD | COUNTRY MANAGING DIRECTOR | Na | yes | 12/2007 | Mar 30, 2026 | Mar 30, 2026 |
| DUFFY, MARY | MANAGING DIRECTOR/BOARD MEMBER | Na | yes | 01/2018 | Mar 30, 2026 | Mar 30, 2026 |
| KARCZEWSKI, JOSEPH | MANAGING DIRECTOR/BOARD MEMBER | Na | yes | 12/2007 | Mar 30, 2026 | Mar 30, 2026 |
| LIVINGSTON, NEAL | MANAGING DIRECTOR/CHIEF FINANCIAL OFFICER | Na | yes | 01/2025 | Mar 30, 2026 | Mar 30, 2026 |
| Malo, Jeff | MANAGING DIRECTOR, BOARD MEMBER | Na | yes | 01/2021 | Mar 30, 2026 | Mar 30, 2026 |
| Steinberger, Adam | MANAGING DIRECTOR/BOARD MEMBER | Na | yes | 01/2024 | Mar 30, 2026 | Mar 30, 2026 |
| THIEL, CHAD | MANAGING DIRECTOR/BOARD MEMBER | Na | yes | 01/2024 | Mar 30, 2026 | Mar 30, 2026 |
| VORSATZ, MARK, LAWRENCE | CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR/CHAIRMAN OF BOARD | Na | yes | 07/2002 | Mar 30, 2026 | Mar 30, 2026 |
| LUCKENBACH, SID | MANAGING DIRECTOR/BOARD MEMBER | Na | yes | 01/2013 | Apr 1, 2013 | Mar 29, 2024 |
| MD INVESTMENT LLC | HOLDING COMPANY/MEMBER | E | yes | 12/2007 | Mar 30, 2012 | Mar 29, 2024 |
| MD MANAGEMENT LLC | MANAGING MEMBER | F | yes | 12/2007 | Mar 30, 2012 | Mar 29, 2024 |
| CHONG, MORGAN, LEE | CHIEF COMPLIANCE OFFICER | Na | no | 12/2007 | Mar 30, 2026 | Mar 30, 2026 |
| JUFFER, MATTHEW, ALLAN | MANAGING DIRECTOR - DES MOINES ICS | Na | no | 02/2023 | Mar 30, 2026 | Mar 30, 2026 |
| KYRIACOU, ANDREW | MANAGING DIRECTOR - BOSTON ICS | Na | no | 07/2005 | Mar 30, 2026 | Mar 30, 2026 |
| LEVY, ADAM, SCOTT | MANAGING DIRECTOR - NEW YORK ICS | Na | no | 01/2015 | Mar 30, 2026 | Mar 30, 2026 |
| ULLSPERGER, BRIAN, STEVEN | MANAGING DIRECTOR - MCLEAN ICS | Na | no | 03/2010 | Mar 30, 2026 | Mar 30, 2026 |
| GURWITZ, ART | MANAGING DIRECTOR/CHIEF OPERATING OFFICER | Na | no | 01/2023 | Mar 29, 2024 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| DAVID BOLLIS | n/a | n/a | n/a | Y | no | n/a |
| EDWIN ROBERTS | n/a | n/a | n/a | Y | no | n/a |
| JASON GRAHAM | n/a | n/a | n/a | Y | no | n/a |
| JEANNA PARKER | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Boston | Ma | United States | 12 | no |
| NEW YORK | NY | United States | 10 | no |
| DES MOINES | Ia | United States | 4 | no |
| WEST PALM BEACH | FL | United States | 2 | no |
| Houston | TX | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $6.3B | $6.3B | 2,061 | 50 | 6 | n/a | n/a |
| 2024 | Mar 31, 2025 | $6.1B | $0 | 1,970 | 51 | 6 | n/a | n/a |
| 2023 | Mar 29, 2024 | $5.0B | $0 | 1,861 | 46 | 5 | n/a | n/a |
| 2022 | Mar 30, 2023 | $4.2B | $0 | 1,511 | 43 | 5 | n/a | n/a |
| 2021 | Mar 30, 2022 | $3.7B | $0 | 1,148 | 35 | 4 | n/a | n/a |
| 2020 | Mar 30, 2021 | $2.6B | $0 | 1,148 | 35 | 4 | n/a | n/a |
| 2019 | Mar 30, 2020 | $2.1B | $0 | 1,010 | 30 | 4 | n/a | n/a |
| 2018 | Mar 29, 2019 | $1.9B | $0 | 890 | 26 | 4 | n/a | n/a |
| 2017 | Mar 30, 2018 | $2.1B | $0 | 850 | 25 | 4 | n/a | n/a |
| 2016 | Mar 31, 2017 | $2.0B | $0 | 758 | 23 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $1.9B | $0 | 658 | 23 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $1.8B | $0 | 595 | 23 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $1.7B | $0 | 497 | 20 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $1.5B | $0 | 474 | 21 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $1.4B | $0 | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 7 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $6.3B | $6.1B | 4.4% | $4.2B | 14.6% | 2,061 | 1,970 | 6 | 6 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| HJN ADVISORS, LLP | 2 | Sep 18, 2024 | Oct 11, 2023 | DES MOINES, IA | Team lift out | Other | 100.0% |