Kristen Andrejev, financial advisor Mclean VA
96 score

Kristen Andrejev

CRD Number: 1258260
Current Firm: Sullivan, Bruyette, Speros & Blayney, LLC

Kristen Andrejev (CRD# 1258260) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 32 years of experience in the finance industry. Kristen Andrejev has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Harris Investor Services LLC Mclean, VA Jan 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
Contact Info for Kristen M. Andrejev
Phone Number: 703-734-9300
Firm Website: http://www.sbsbllc.com
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    2,673
    MILLIONS
  • Total Number of Accounts
    933
    ACCOUNTS
  • Average Account Value
    $2,864,952
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NY, OR, PA, SC, TN, TX, UT, VA, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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