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Managing Director - New York ICS · Andersen

Adam S. Levy

CRD 3069030 · Named on Form ADV at one SEC-registered adviser

At a glance

Andersen, an SEC-registered wealth manager based in McLean, VA with $6.3 billion in regulatory assets, lists Adam S. Levy on its Form ADV as Managing Director - New York ICS.

Firms and roles

  • AndersenManaging Director - New York ICSWealth manager · McLean, VA · $6.3B in regulatory assets

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (16)

11 more people named with Adam on the same filings, with titles and firms. Free in Atlas with a free account.

See all 16 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.