Gregory Donald Sullivan

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1988 → 04/2021
  #Ia Sullivan, Bruyette, Speros & Blayney
  Mclean, VA
• 01/1991 → 04/2021
  Sullivan, Bruyette, Speros & Blayney, In
  Mclean, VA
• 04/2021 → Present
  Creative Planning
  Overland Park, KS

Previous Registrations

• 2002-01-16 → 2021-04-13
  Sbsb Financial Advisors
  Mclean, VA
  Mclean, VA

Other Businesses

Book author- Retirement Fail. 01/01/2017. Non-investment related. 0 hours spent during securities trading. 1 hour during non-business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-23
• S63 Uniform Securities Agent State Law Examination
  1982-04-29

Designations

• Certified Financial Planner

Other Names

• Greg Sullivan