Country Managing Director · Andersen
Daniel G. Depaoli
CRD 4495423 · 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 Daniel G. Depaoli on its Form ADV as Country Managing Director, a control person.
Firms and roles
- AndersenCountry Managing DirectorWealth manager · McLean, VA · $6.3B in regulatory assets
AtlasMembers
Daniel’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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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)
- Mark L. VorsatzChief Executive Officer/managing Director/chairman of Board, Andersen
- Morgan L. ChongChief Compliance Officer, Andersen
- Joseph KarczewskiManaging Director/board Member, Andersen
- Peter CosciaManaging Director/board Member, Andersen
- Frank CassidyManaging Director/board Member, Andersen
11 more people named with Daniel 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 Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.