Andersen
Andersen (CRD# 124205) is a financial advisory firm headquartered in Mclean, VA. They manage $4,217,211,000 in 413 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management4,217MILLION
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Total Number of Accounts413ACCOUNTS
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Average Account Value$10,211,165
- 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
- Pension consulting services
- 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 9 years of experience in the finance industry.
Jeffrey Bratz (CRD# 4738833) is an Investment Advisor Representative working at Andersen in Des Moines, IA and has over 20 years of experience in the finance industry. Jeffrey Bratz 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.
Christine Brill (CRD# 5771600) is an Investment Advisor Representative working at Andersen in Mclean, VA and has over 13 years of experience in the finance industry.
Matthew Juffer (CRD# 4239679) is an Investment Advisor Representative working at Andersen in Des Moines, IA and has over 23 years of experience in the finance industry. Matthew Juffer 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.
Andrew Kyriacou (CRD# 3129136) is an Investment Advisor Representative working at Andersen in Boston, MA and has over 25 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 29 years of experience in the finance industry.
Shaun Hamilton (CRD# 7293859) is an Investment Advisor Representative working at Andersen in Boston, MA and has over 3 years of experience in the finance industry.