Managing Director - McLean ICS · Andersen
Brian S. Ullsperger
CRD 2255540 · 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 Brian S. Ullsperger on its Form ADV as Managing Director - McLean ICS.
Firms and roles
- AndersenManaging Director - McLean ICSWealth manager · McLean, VA · $6.3B in regulatory assets
AtlasMembers
Brian’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.
- Ownership stake at the firm
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- Control-person status
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Colleagues named on the same filings (16)
- Mark L. VorsatzChief Executive Officer/managing Director/chairman of Board, Andersen
- Morgan L. ChongChief Compliance Officer, Andersen
- Daniel G. DepaoliCountry Managing Director, Andersen
- Joseph KarczewskiManaging Director/board Member, Andersen
- Peter CosciaManaging Director/board Member, Andersen
11 more people named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.
See all 16 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.