ANDERSEN TAX LLC of MCLEAN, VA is an SEC-registered investment adviser (CRD 124205). Regulatory assets under management: $6.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
Showing 25 of 79 people.
| Name | Role | Location |
|---|---|---|
| Peter Crocco | MANAGING DIRECTOR/BOARD MEMBER | West Palm Beach, FL |
| Mark Lawrence Vorsatz | CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR/CHAIRMAN OF BOARD | — |
| Morgan Lee Chong | CHIEF COMPLIANCE OFFICER | — |
| Daniel Gerald Depaoli | COUNTRY MANAGING DIRECTOR | — |
| Joseph Karczewski | MANAGING DIRECTOR/BOARD MEMBER | — |
| Peter Coscia | MANAGING DIRECTOR/BOARD MEMBER | New York, NY |
| Frank Cassidy | MANAGING DIRECTOR/BOARD MEMBER | San Francisco, CA |
| Mary Duffy | MANAGING DIRECTOR/BOARD MEMBER | Los Angeles, CA |
| Jeff Malo | MANAGING DIRECTOR, BOARD MEMBER | — |
| Brian Steven Ullsperger | MANAGING DIRECTOR - MCLEAN ICS | — |
| Adam Scott Levy | MANAGING DIRECTOR - NEW YORK ICS | — |
| Andrew Kyriacou | MANAGING DIRECTOR - BOSTON ICS | — |
| Matthew Allan Juffer | MANAGING DIRECTOR - DES MOINES ICS | — |
| Adam Steinberger | MANAGING DIRECTOR/BOARD MEMBER | — |
| Chad Thiel | MANAGING DIRECTOR/BOARD MEMBER | — |
| Neal Livingston | MANAGING DIRECTOR/CHIEF FINANCIAL OFFICER | — |
| William Leroy Deckelman | MANAGING DIRECTOR/CHIEF LEGAL OFFICER | — |
| BAINS LESLIE ELIZABETH | CHAIRPERSON OF THE BOARD/SENIOR EXECUTIVE VICE PRESIDENT, HSBC BANK USA | — |
| IOCOLANO SALVATORE JOSEPH | CHIEF COMPLIANCE OFFICER/INVESTMENT COMMITTEE MEMBER | — |
| RAASCH BARBARA JOAN | MANAGING DIRECTOR/INVESTMENT COMMITTEE MEMBER | — |
| CAFERO WILLIAM JOSEPH | DIRECTOR/INVESTMENT COMMITTEE MEMBER; MANAGING DIRECTOR/INVESTMENT COMMITTEE MEMBER | — |
| LANGHAM GARY CHARLES | DIRECTOR/INVESTMENT COMMITTEE MEMBER | — |
| VORSATZ MARK LAWRENCE | CHIEF EXECUTIVE OFFICER/BOARD MEMBER/MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR; CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR/BOARD MEMBER | — |
| BRADT DAVID MORRIS | BOARD MEMBER/MANAGING DIRECTOR/HEAD OF THE INVESTMENT COMMITTEE; MANAGING DIRECTOR/CHAIRMAN OF THE INVESTMENT COMMITTEE/BOARD MEMBER | — |
| TOCE JOSEPH PAUL | BOARD MEMBER/MANAGING DIRECTOR; MANAGING DIRECTOR/BOARD MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2022-09-22 | civil | PROFESSIONAL MALPRACTICE, BREACH OF FIDUCIARY DUTY, MASSACHUSETTS GENERAL LAWS CHAPTER 93A, MASSACHUSETTS UNIFORM SECURITIES ACT CHAPTER 110A, SECTION 410. | Final | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BOSTON | MA | 13 | 617-292-8400 |
| BOSTON | MA | 13 | 617-292-8400 |
| NEW YORK | NY | 10 | 646-213-5100 |
| NEW YORK | NY | 10 | 646-213-5100 |
| DES MOINES | IA | 3 | 515-245-3737 |
| DES MOINES | IA | 3 | 515-245-3737 |
| TAMPA | FL | 3 | 813-491-0001 |
| TAMPA | FL | 3 | 813-491-0001 |
| WEST PALM BEACH | FL | 2 | 561-805-6550 |
| WEST PALM BEACH | FL | 2 | 561-805-6550 |
| HOUSTON | TX | 1 | 832-463-4030 |
| HOUSTON | TX | 1 | 832-463-4030 |