# ANDERSEN TAX LLC

ANDERSEN TAX LLC of MCLEAN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 124205
- Type: SEC-registered investment adviser
- SEC file number: 801-61693
- Location: 1861 INTERNATIONAL DRIVE, SUITE 501, MCLEAN, VA, 22102
- Phone: 571-382-0020
- Latest filing: 2026-03-30
- Regulatory AUM: $6.3B
- Discretionary AUM: $6.3B
- Clients: 2,061
- Accounts: 579

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (79)

_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 | — |


## Disclosures (1)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124205/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124205/similar
- Related entities: https://search.stillhousedata.com/firm/124205/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124205

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.