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Gregory Donald Sullivan

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC·MCLEAN, Virginia
Unclaimed Profile
8444 WESTPARK DRIVE, MCLEAN, VA 22102-5123CRD# 1001065Firm CRD# 109732
01

About

Gregory Donald Sullivan 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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL COMPENSATION
Regulatory
SEC/IARD CRD# 1001065
Firm CRD# 109732
No disclosures on file
View on FINRA BrokerCheck →

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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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