Claim Profile
Unclaimed Profile
JB

James Joseph Bruyette

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC·MCLEAN, Virginia
Clean recordSULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC
8444 WESTPARK DRIVE, MCLEAN, VA 22102-5123CRD# 1080600Firm CRD# 109732

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Joseph Bruyette · MCLEAN, VA
Registration
CRD #1080600 · SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Joseph Bruyette 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
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

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# 1080600
Firm CRD# 109732
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.

05

Frequently Asked Questions

What services does James Joseph Bruyette offer?
James Joseph Bruyette specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.
What are James Joseph Bruyette's credentials?
James Joseph Bruyette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Joseph Bruyette located?
James Joseph Bruyette 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 James Joseph Bruyette charge for services?
James Joseph Bruyette'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 →