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Daniel Depaoli, portrait

Daniel Depaoli

Country Managing Director at Andersen Tax

Firm officerUpdated

Daniel Depaoli has been Country Managing Director of Andersen Tax LLC, a McLean, VA investment adviser managing $6.35B, since December 2007.

18
Years in role
$6.35B
Firm AUM
612
Firm clients
50
Firm advisers

From Form ADV filed 30 March 2026Form ADV

Career

Daniel Depaoli is a control person of Andersen Tax and directly owns under 5% of it. Daniel Depaoli holds a BA in Economics from Hamilton College and an MS in Professional Accounting from the University of Hartford.

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.

Daniel DePaoli is Country Managing Director of Andersen in the U.S. and Regional Managing Partner for North America, based in New York. He has over 30 years of experience in tax consulting and compliance services for high-net-worth individuals and families. Before joining Andersen, he was a tax partner at Arthur Andersen.

Key facts

CRD
4495423
Firm
Andersen Tax · CRD 124205
Role
Country Managing Director
In role since
December 2007 · 18 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

Common questions

Where does Daniel Depaoli work?

Daniel Depaoli has been Country Managing Director of Andersen Tax LLC since December 2007, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

How can I verify Daniel Depaoli’s record?

Daniel Depaoli’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.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Andersen Tax

Sources

  1. IAPD individual lookup, CRD 4495423, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Andersen Tax LLC, filed 30 March 2026. Title, control and ownership bands.
  3. Andersen Tax team page. Biography, education, credentials, awards and the portrait, reproduced for identification.
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