Frank Cassidy is a control person of Andersen Tax and directly owns under 5% of it. Frank Cassidy holds an AB in Political Science and Economics from the University of California at Davis, a JD from the University of California, Hastings College of Law and an LLM in Taxation from the University of San Francisco Law School.
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.
Frank Cassidy is Managing Director of Andersen, based in San Francisco. He is Regional Managing Director for the West and has over 30 years of experience in taxation. His primary practice involves helping high-net-worth individuals preserve wealth through strategic income and estate planning. Before joining Andersen, he was with Arthur Andersen.
- CRD
- 6932959
- Firm
- Andersen Tax · CRD 124205
- Role
- Managing Director/Board Member
- In role since
- January 2018 · 8 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 Frank Cassidy work?
Frank Cassidy has been Managing Director/Board Member of Andersen Tax LLC since January 2018, and is a control person of the firm.
How can I verify Frank Cassidy’s record?
Frank Cassidy’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
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
Adam SteinbergerManaging Director/Board Member
Chad ThielManaging Director/Board Member
Brian UllspergerManaging Director - McLean Ics