AdvisorOS Directory
Claim Profile
Unclaimed Profile
MJ

Mark Edward Johannessen

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# 1780413Firm CRD# 109732

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Edward Johannessen · MCLEAN, VA
Registration
CRD #1780413 · 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

Speak with Mark

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

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

Looking for a financial advisor in MCLEAN?

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

Browse MCLEAN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

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

Other Advisors at SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

James Joseph Bruyette
MCLEAN, VA
Patrick William Dunne
MCLEAN, VA
Gary David Ingram
MCLEAN, VA
Gregory Donald Sullivan
MCLEAN, VA
Peter Charles Speros
MCLEAN, VA

More Advisors in MCLEAN, Virginia

David Lloyd Blisk
SPIRE WEALTH MANAGEMENT, LLC·MCLEAN, VA
Suzanne Marie Mckeown
SPIRE WEALTH MANAGEMENT, LLC·MCLEAN, VA
Charles Robert Devaney
CAPITAL ONE ADVISORS, LLC·MCLEAN, VA
Jerrold Gonzalez Mauricio
CAPITAL ONE ADVISORS, LLC·MCLEAN, VA
Adam Ira Cohen
WILSON BENNETT CAPITAL MANAGEMENT INC·MCLEAN, VA
CFA
Adam Scott Levy
ANDERSEN TAX LLC·MCLEAN, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (385)RESTON (87)ARLINGTON (74)VIRGINIA BEACH (65)ALEXANDRIA (59)CHARLOTTESVILLE (51)NORFOLK (46)VIENNA (41)ROANOKE (39)GLEN ALLEN (37)
City Guides
RICHMOND GuideRESTON GuideARLINGTON GuideVIRGINIA BEACH GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile