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Andrew Kyriacou

Investment adviser representative at Andersen
21 yearsExperience
1 stateRegistered in
$6.3BFirm assets
23 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

21 years in the industry.

  1. AndersenFeb 2008 to now
  2. Wtas LLCJul 2005 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (MA).

Andersen

Legal name: Andersen Tax LLC

$6.3BAssets managed
612Clients
22Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3129136
Firm CRD
124205
Advisor's SEC record (opens in a new tab)
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