Sullivan Bruyette Speros & Blayney LLC
Legal Name: SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC
Full Contact Details
Sullivan Bruyette Speros & Blayney LLC
8444 WESTPARK DRIVE, SUITE 610, MCLEAN, VA
703-734-9300
703-288-1650
Other Info
Sullivan, Bruyette, Speros & Blayney, LLC is a Virginia Limited Liability Company, with 62 employees, 27 of which serve in advisory roles, catering to 1047 clients. With an SEC approved status and a registration date of Jan 3, 1991, this firm is a seasoned and reliable choice for financial services.
Creative Planning | Wealth Management & Financial Advisors
Creative Planning is a wealth management firm that offers comprehensive and personalized financial planning, investment management, and retirement planning.
Direct Owners
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GREGORY DONALD SULLIVAN
CO-CEO; PRINCIPAL owns less than 5%
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JAMES JOSEPH BRUYETTE
CO-CEO; PRINCIPAL owns less than 5%
-
MARK EDWARD JOHANNESSEN
VICE PRESIDENT/ PRINCIPAL owns less than 5%
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MARTINE ELIZABETH LELLIS
CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER owns less than 5%
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PATRICK WILLIAM DUNNE
CHIEF FINANCIAL OFFICER; PRINCIPAL owns less than 5%
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PETER CHARLES SPEROS
PRESIDENT; SECRETARY; PRINCIPAL owns less than 5%
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SBSB HOLDINGS LLC
MANAGING MEMBER owns 75% or more
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GARY DAVID INGRAM
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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GREGORY DONALD SULLIVAN
MEMBER owns more than 25% but less than 50%
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