Sullivan, Bruyette, Speros & Blayney, LLC

Sullivan, Bruyette, Speros & Blayney, LLC (CRD# 109732) is a financial advisory firm headquartered in Mclean, VA. They manage $2,673,000,000 in 933 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,673
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sullivan, Bruyette, Speros & Blayney, LLC
Showing 1 - 10 of 26 top financial advisors.
1
Kristen M. Andrejev
CRD#: 1258260
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

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.

2
James J. Bruyette
CRD#: 1080600
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

James Bruyette (CRD# 1080600) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 33 years of experience in the finance industry. James Bruyette 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.

3
Mark E. Johannessen
CRD#: 1780413
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

Mark Johannessen (CRD# 1780413) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 28 years of experience in the finance industry. Mark Johannessen 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.

4
Alfred A. Jordano
CRD#: 4111226
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

Alfred Jordano (CRD# 4111226) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 11 years of experience in the finance industry. Alfred Jordano 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.

5
Jeffrey R. Porter
CRD#: 4490907
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

Jeffrey Porter (CRD# 4490907) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 14 years of experience in the finance industry. Jeffrey Porter 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.

6
Jennifer B. Quigley
CRD#: 3213744
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

Jennifer Quigley (CRD# 3213744) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 17 years of experience in the finance industry. Jennifer Quigley 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.

7
Matthew A. Ramos
CRD#: 2078561
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

Matthew Ramos (CRD# 2078561) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 14 years of experience in the finance industry. Matthew Ramos 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.

8
Barbara J. Schelhorn
CRD#: 1823679
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

Barbara Schelhorn (CRD# 1823679) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 28 years of experience in the finance industry. Barbara Schelhorn 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.

9
Pamela G. Shortal
CRD#: 3000819
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

Pamela Shortal (CRD# 3000819) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 18 years of experience in the finance industry. Pamela Shortal 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.

10
Peter C. Speros
CRD#: 1397293
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

Peter Speros (CRD# 1397293) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 31 years of experience in the finance industry. Peter Speros 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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