Claim Profile
GI

Gary David Ingram

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC·MCLEAN, Virginia
Unclaimed Profile
8444 WESTPARK DRIVE, MCLEAN, VA 22102-5123CRD# 5242775Firm CRD# 109732
01

About

Gary David Ingram is a registered financial advisor based in MCLEAN, Virginia, affiliated with SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC
SBSB FINANCIAL ADVISORS
AUM
$5.1B
Regulatory assets under management
Employees
66
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL COMPENSATION
Regulatory
SEC/IARD CRD# 5242775
Firm CRD# 109732
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MCLEAN?

Browse all registered financial advisors in MCLEAN, Virginia or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gary David Ingram offer?
Gary David Ingram specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.
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, working with SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty