Sullivan, Bruyette, Speros & Blayney, LLC

Sullivan, Bruyette, Speros & Blayney, LLC (CRD# 109732) is a financial advisory firm headquartered in Mclean, VA. They manage $2,937,000,000 in 955 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,937
    MILLION
  • Total Number of Accounts
    955
    ACCOUNTS
  • Average Account Value
    $3,075,393
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, PA, SC, TN, TX, VA, WA

Financial Advisors at Sullivan, Bruyette, Speros & Blayney, LLC
Showing 1 - 10 of 30 top financial advisors.
1
Kaine T. Alozie
CRD#: 5175673
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

Kaine Alozie (CRD# 5175673) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 10 years of experience in the finance industry.

2
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 34 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.

3
Sarah E. Baker
CRD#: 4862512
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

Sarah Baker (CRD# 4862512) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 13 years of experience in the finance industry. Sarah Baker 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
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 35 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.

5
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 30 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.

6
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 12 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.

7
Shayna A. Lebowitz
CRD#: 4886642
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

Shayna Lebowitz (CRD# 4886642) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 10 years of experience in the finance industry. Shayna Lebowitz 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
Meghan C. Lusk
CRD#: 5806455
8444 Westpark Drive, Suite 610, Mclean, VA 22102
96
Wealthminder
score

Meghan Lusk (CRD# 5806455) is an Investment Advisor Representative working at Sullivan, Bruyette, Speros & Blayney, LLC in Mclean, VA and has over 6 years of experience in the finance industry. Meghan Lusk 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
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 16 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.

10
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 19 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.

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