Gerald Long Sullivan
Investment adviser representative at Gratus Wealth Advisors LLC
41 yearsExperience
1 stateRegistered in
$822.2MFirm assets
2 yearsFirm in business
Are you Gerald Long Sullivan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
41 years in the industry.
- Gratus Wealth Advisors LLCDec 2023 to now
- Newedge Advisors, LLC.Nov 2022 to Dec 2023
- Cpa Investment Advisors, LLCJun 2000 to Nov 2022
- Sullivan, Andrews, & Taylor, PcOct 1985 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (VA).
Gratus Wealth Advisors LLC
$822.2MAssets managed
444Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4459583
- Firm CRD
- 328641