Adam Steinberger is a control person of Andersen Tax and directly owns under 5% of it. Adam Steinberger holds a BS from the University of California at Irvine. Adam Steinberger studied MLST at the University of San Francisco.
Andersen Tax is an investment adviser based in McLean, VA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and other clients. Its regulatory assets under management total $6.35 billion, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
Adam Steinberger is Managing Director of Andersen, based in Silicon Valley. He is national Client Group Leader for the Business Tax Services practice and Office Managing Director of the firm's Silicon Valley office. He has over 25 years of domestic and international tax experience, serving clients from emerging growth companies to large multinational enterprises. Before joining Andersen, he was with Arthur Andersen and KPMG in Seattle, Washington.
- CRD
- 7896566
- Firm
- Andersen Tax · CRD 124205
- Role
- Managing Director/Board Member
- In role since
- January 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- McLean, VA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- andersen.com
Where does Adam Steinberger work?
Adam Steinberger has been Managing Director/Board Member of Andersen Tax LLC since January 2024, and is a control person of the firm.
How can I verify Adam Steinberger’s record?
Adam Steinberger’s role is listed on Andersen Tax LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 124205.
Mark VorsatzChief Executive Officer/Managing Director/Chairman of Board
Neal LivingstonManaging Director/Chief Financial Officer- Morgan ChongChief Compliance Officer
Frank CassidyManaging Director/Board Member
Peter CosciaManaging Director/Board
Peter CroccoManaging Director/Board Member
William DeckelmanManaging Director/Chief Legal Officer
Daniel DepaoliCountry Managing Director
Mary DuffyManaging Director/Board Member
Matthew JufferManaging Director - Des Moines Ics
Joseph KarczewskiManaging Director/Board Member
Andrew KyriacouManaging Director - Boston Ics
Adam LevyManaging Director - New York Ics
Jeff MaloManaging Director, Board Member
Chad ThielManaging Director/Board Member
Brian UllspergerManaging Director - McLean Ics