Daniel Holly

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

Authority	Category	Status	Date
VA	RA	APPROVED	2024-09-23

VA RA
APPROVED

Since 2024-09-23

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Andersen Tax Llc	Mclean	VA	03/2023	Present
Self-Employed	Baltimore	MD	06/2021	03/2023
Window Nation	Baltimore	MD	10/2020	06/2021
Under Armour	Baltimore	MD	10/2017	10/2020
Johns Hopkins University	Baltimore	MD	06/2016	09/2017

03/2023 → Present

Andersen Tax Llc

Mclean, VA
06/2021 → 03/2023

Self-Employed

Baltimore, MD
10/2020 → 06/2021

Window Nation

Baltimore, MD
10/2017 → 10/2020

Under Armour

Baltimore, MD
06/2016 → 09/2017

Johns Hopkins University

Baltimore, MD

Designations

Chartered Financial Analyst

View on SEC IAPD

Employer firm

Current Employers

Andersen

Disclosures

Employment History

Designations

Nearby Firms

Nearby Investors

Nearby Offices

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