Unclaimed Profile

Gary David Ingram

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC·MCLEAN, Virginia

Clean record16 years registeredSULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

8444 WESTPARK DRIVE, MCLEAN, VA 22102-5123CRD# 5242775Firm CRD# 109732

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary David Ingram · MCLEAN, VA

Registration

CRD #5242775 · SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

CREATIVE PLANNING

Apr 2021 – Feb 2026

Moneta, VA

SBSB FINANCIAL ADVISORS

Sep 2009 – Apr 2021

MCLEAN, VA

Registrations & Exams

Registration record

First registered · September 9, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

CRD 109732 · SEC 801-38301

AUM

$5.1B

Regulatory assets under management

Employees

4,525 client accounts

Services offered by SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC →

Introduction

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Frequently Asked Questions

What services does Gary David Ingram offer?

Gary David Ingram specializes in Financial Planning, Investment Management, Wealth Management.

What are Gary David Ingram's credentials?

Gary David Ingram is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary David Ingram located?

Gary David Ingram is based in MCLEAN, Virginia, last registered with SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC.

How does Gary David Ingram charge for services?

Gary David Ingram's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral compensation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC?

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC has approximately 66 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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