Kevin R. Draudt

ANDERSEN

Mclean, VA 22102

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CRD#: 7031581

Professional summary

Kevin Reid Draudt, CFP® is a registered financial advisor currently at ANDERSEN located in Mclean, Virginia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kevin has worked at 4 firms .

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Reid Draudt's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2018

Experience

Current

July 30, 2024 - Present

ANDERSEN

Office #1: 1861 International Drive Suite 501, Mclean, VA 22102

RIA

CRD#: 124205

Mclean, VA

Past

November 4, 2019 - November 4, 2022

VALEO FINANCIAL ADVISORS, LLC

RIA

CRD#: 127132

Richmond, VA

Past

August 20, 2019 - May 4, 2020

ATLAS FINANCIAL

RIA

CRD#: 171871

RICHMOND, VA

Past

October 17, 2018 - June 17, 2019

ABACUS PLANNING GROUP, INC.

RIA

CRD#: 107994

Richmond, 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".

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

Virginia
(7/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANDERSEN FORM ADV PART 1A 3-31-2025 (3/31/2025)

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	Cover Page	Report
01/22/2024	Cover Page	Report
09/28/2022	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin R. Draudt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Reid Draudt's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANDERSEN

VALEO FINANCIAL ADVISORS, LLC

ATLAS FINANCIAL

ABACUS PLANNING GROUP, INC.

Primary Firm SEC Registration

ANDERSEN

State Registrations and Notice Filings

Exams

Current Firm

ANDERSEN

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ANDERSEN

TRUST BUT VERIFY

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