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Mary Kurry Mccormick

Andersen

Mclean, VA

CRD 6656278

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Employer firm

Andersen CRD 124205

$6.35B regulatory AUM 43 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Andersen

1861 International Drive Suite 501, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-09-09
VA RA APPROVED 2016-07-27
  • IL RA
    APPROVED
    Since 2019-09-09
  • VA RA
    APPROVED
    Since 2016-07-27

Branch Locations

1861 International Drive Suite 501, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Andersen Tax Llc Mclean VA 01/2003 Present
  • 01/2003 → Present
    Andersen Tax Llc
    Mclean, VA
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA

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