Managing Director/board Member · Andersen
Mary Duffy
CRD 6932964 · 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 Mary Duffy on its Form ADV as Managing Director/board Member, a control person.
Firms and roles
- AndersenManaging Director/board MemberWealth manager · McLean, VA · $6.3B in regulatory assets
AtlasMembers
Mary’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
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- Each firm’s assets and growth
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- 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
- Daniel G. DepaoliCountry Managing Director, Andersen
- Joseph KarczewskiManaging Director/board Member, Andersen
- Peter CosciaManaging Director/board Member, Andersen
11 more people named with Mary 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 Mary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.