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Morgan Chong

Chief Compliance Officer at Andersen Tax

Firm officerUpdated

Morgan Chong has been Chief Compliance Officer 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

Morgan Chong is not listed as a control person, but directly owns under 5% of Andersen Tax.

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.

Key facts

CRD
5470084
Firm
Andersen Tax · CRD 124205
Role
Chief Compliance Officer
In role since
December 2007 · 18 years
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
McLean, VA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Morgan Chong work?

Morgan Chong has been Chief Compliance Officer of Andersen Tax LLC since December 2007.

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

How can I verify Morgan Chong’s record?

Morgan Chong’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 5470084, 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.
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