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Neal Livingston, portrait

Neal Livingston

Managing Director/Chief Financial Officer at Andersen Tax

Firm officerUpdated

Neal Livingston has been Managing Director/Chief Financial Officer of Andersen Tax LLC, a McLean, VA investment adviser managing $6.35B, since January 2025.

1
Years in role
$6.35B
Firm AUM
612
Firm clients
50
Firm advisers

From Form ADV filed 30 March 2026Form ADV

Career

Neal Livingston is a control person of Andersen Tax and directly owns under 5% of it. Neal Livingston holds a BA in Business Administration from the University of Brighton and an MBA in Finance from UNC Charlotte Belk College of Business.

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.

Neal Livingston is Chief Financial Officer of Andersen Global, based in West Palm Beach. He is responsible for all finance areas. He spent a decade as a partner and Global Firm Treasurer at Arthur Andersen, and later held senior roles at Standard Chartered, RBS, and Commonwealth Bank. Most recently, he was Global CFO for Dentons and Freshfields.

Key facts

CRD
8068406
Firm
Andersen Tax · CRD 124205
Role
Managing Director/Chief Financial Officer
In role since
January 2025 · 1 year
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 Neal Livingston work?

Neal Livingston has been Managing Director/Chief Financial Officer of Andersen Tax LLC since January 2025, and is a control person of the firm.

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

How can I verify Neal Livingston’s record?

Neal Livingston’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 8068406, 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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