David Anderson has been an investment adviser representative at Financial & Tax Architects since July 2025, and is not listed among the firm’s executive officers or direct owners.
Financial & Tax Architects, LLC is a St. Louis, MO firm with $506M under management, 1,574 clients and 40 advisers across 22 offices, as of its June 2026 filing.
- – present · 1 yearChicago, IL · Adviser representative · Firm CRD 119169
Investment adviser representative registrations
David Anderson is registered as an investment adviser representative in Illinois, since July 2025.
- IllinoisSince 4 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Terrance Anderson
- CRD
- 6617563
- Firm
- Financial & Tax Architects · CRD 119169
- Office
- 1415 W. 22nd Street, Chicago, IL 60523
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does David Anderson work?
David Anderson is an investment adviser representative registered through Financial & Tax Architects, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is David Anderson a financial advisor?
Yes. David Anderson has a current investment-adviser registration in Illinois, through Financial & Tax Architects since July 2025.
How many years of experience does David Anderson have?
David Anderson has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has David Anderson passed?
David Anderson passed the Series 65 in July 2025.
Where is David Anderson based?
David Anderson’s registered office is in Chicago, IL.
Is David Anderson registered with FINRA?
No. David Anderson has no current broker registration.
How can I verify David Anderson’s record?
Search CRD 6617563 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Anderson’s full registration record.
David BrooksChief Executive Officer
Gordon HaavePresident and Chief Investment Officer- Paul FelschChief Compliance Officer & Legal Counsel