Unclaimed Profile

Peter Charles Speros

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC·MCLEAN, Virginia

Series 6, Series 7, Series 22, Series 63, Series 65Clean record24 years registeredSULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

8444 WESTPARK DRIVE, MCLEAN, VA 22102-5123CRD# 1397293Firm CRD# 109732

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Charles Speros · MCLEAN, VA

Registration

CRD #1397293 · SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Apr 2021 – present

HARRISDIRECT LLC

Feb 2003 – Oct 2004

MCLEAN, VA

SBSB FINANCIAL ADVISORS

Jan 2002 – Apr 2021

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · January 16, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC

CRD 109732 · SEC 801-38301

AUM

$5.1B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Peter Charles Speros offer?

Peter Charles Speros specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.

What are Peter Charles Speros's credentials?

Peter Charles Speros is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Charles Speros located?

Peter Charles Speros 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 Peter Charles Speros charge for services?

Peter Charles Speros'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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