Andersen Tax LLC

Andersen Tax LLC (CRD# 124205) is a financial advisory firm headquartered in Mclean, VA. They manage $1,898,700,000 in 301 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,899
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $6,307,973
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 Tax LLC
Showing 1 - 8 of 8 top financial advisors.
1
Jared B. Banner
CRD#: 4595247
125 High Street 16th Floor, Oliver Street Tower, Boston, MA 02110
96
Wealthminder
score

Jared Banner (CRD# 4595247) is an Investment Advisor Representative working at Andersen Tax LLC in Boston, MA and has over 13 years of experience in the finance industry. Jared Banner 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.

2
Andrew Kyriacou
CRD#: 3129136
125 High Street, 16th Floor, Boston, MA 02110
93
Wealthminder
score

Andrew Kyriacou (CRD# 3129136) is an Investment Advisor Representative working at Andersen Tax LLC in Boston, MA and has over 18 years of experience in the finance industry.

3
Brian G. Mattox
CRD#: 3025926
1861 International Drive, Suite 501, Mclean, VA 22102
93
Wealthminder
score

Brian Mattox (CRD# 3025926) is an Investment Advisor Representative working at Andersen Tax LLC in Mclean, VA and has over 13 years of experience in the finance industry.

4
Brian S. Ullsperger
CRD#: 2255540
1600 Tysons Blvd, Suite 300, Mclean, VA 22102
93
Wealthminder
score

Brian Ullsperger (CRD# 2255540) is an Investment Advisor Representative working at Andersen Tax LLC in Mclean, VA and has over 21 years of experience in the finance industry.

5
Christopher J. Williams
CRD#: 5236046
1861 International Drive, Suite 501, Mclean, VA 22102
93
Wealthminder
score

Christopher Williams (CRD# 5236046) is an Investment Advisor Representative working at Andersen Tax LLC in Mclean, VA and has over 9 years of experience in the finance industry.

6
Christine F. Brill
CRD#: 5771600
1861 International Drive, Suite 501, Mclean, VA 22102
90
Wealthminder
score

Christine Brill (CRD# 5771600) is an Investment Advisor Representative working at Andersen Tax LLC in Mclean, VA and has over 6 years of experience in the finance industry.

7
Eric M. Sanders
CRD#: 6656203
1861 International Drive, Suite 501, Mclean, VA 22102
90
Wealthminder
score

Eric Sanders (CRD# 6656203) is an Investment Advisor Representative working at Andersen Tax LLC 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.

8
Keegan F. Stroup
CRD#: 4494933
1600 Tysons Blvd, Suite 300, Mclean, VA 22102
90
Wealthminder
score

Keegan Stroup (CRD# 4494933) is an Investment Advisor Representative working at Andersen Tax LLC 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.

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