MM
Mary K. Mccormick
ANDERSEN
Mclean, VA 22102
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CRD#: 6656278
MM
Professional summary
Mary Kurry Mccormick, CFP® is a registered financial advisor currently at ANDERSEN located in Mclean, Virginia.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Mary has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mary Kurry Mccormick's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
July 27, 2016 - Present
ANDERSEN
Office #1: 1861 International Drive Suite 501, Mclean, VA 22102RIA
CRD#: 124205
Mclean, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AN
ANDERSEN
ANDERSEN | WTAS LLC | WEALTH AND TAX ADVISORY SERVICES, INC. | ANDERSEN TAX LLC
CRD#: 124205 / SEC#: 801-61693
RIA
Registered Investment Advisory firm - (1/9/2003 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(9/9/2019)
IAR
Virginia(7/27/2016)
Exams
Current Firm
AN
ANDERSEN
ANDERSEN | WTAS LLC | WEALTH AND TAX ADVISORY SERVICES, INC. | ANDERSEN TAX LLC
CRD#: 124205 / SEC#: 801-61693
RIA
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Contact information
Main Address
1861 International Drive Suite 501, Mclean, VA 22102
Mailing Address
Phone number
(571) 382-0020
Established
Firm type
Fiscal year end
# of Employees
1,970
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584 |
| AUM (Assets Under Management) | $ 6,080,097,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/13/2025 | ||
| 01/22/2024 | ||
| 09/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
