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Gregory Donald Sullivan

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC·MCLEAN, Virginia
Series 7, Series 63, Series 65Clean record24 years registeredSULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC
8444 WESTPARK DRIVE, MCLEAN, VA 22102-5123CRD# 1001065Firm CRD# 109732

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Donald Sullivan · MCLEAN, VA
Registration
CRD #1001065 · SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Apr 2021 – present
SBSB FINANCIAL ADVISORS
Jan 2002 – Apr 2021
MCLEAN, VA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 16, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC
CRD 109732 · SEC 801-38301
AUM
$5.1B
Regulatory assets under management
Employees
66
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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05

Frequently Asked Questions

What services does Gregory Donald Sullivan offer?
Gregory Donald Sullivan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.
What are Gregory Donald Sullivan's credentials?
Gregory Donald Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Donald Sullivan located?
Gregory Donald Sullivan 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 Gregory Donald Sullivan charge for services?
Gregory Donald Sullivan'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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MCLEAN, VA
Patrick William Dunne
MCLEAN, VA
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MCLEAN, VA
Mark Edward Johannessen
MCLEAN, VA
Peter Charles Speros
MCLEAN, VA

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