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Patrick William Dunne

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC·MCLEAN, Virginia
Clean record20 years registeredSULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC
8444 WESTPARK DRIVE, MCLEAN, VA 22102-5123CRD# 5120022Firm CRD# 109732

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick William Dunne · MCLEAN, VA
Registration
CRD #5120022 · SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Apr 2021 – present
SBSB FINANCIAL ADVISORS
Mar 2006 – Apr 2021
MCLEAN, VA
02

Registrations & Exams

Registration record
First registered · March 27, 2006
Years registered · 20
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 Patrick William Dunne offer?
Patrick William Dunne specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.
What are Patrick William Dunne's credentials?
Patrick William Dunne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick William Dunne located?
Patrick William Dunne 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 Patrick William Dunne charge for services?
Patrick William Dunne'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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Other Advisors at SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

James Joseph Bruyette
MCLEAN, VA
Gary David Ingram
MCLEAN, VA
Gregory Donald Sullivan
MCLEAN, VA
Mark Edward Johannessen
MCLEAN, VA
Peter Charles Speros
MCLEAN, VA

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Research
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