Gerald Long Sullivan
Investment Adviser Representative at Gratus Wealth Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gerald Long Sullivan is an investment adviser representative with Gratus Wealth Advisors LLC in Virginia Beach, VA, where they have been registered since 2023. They have worked in the securities industry since 2000 and have been registered with 3 firms, including Newedge Advisors and CPA Investment Advisors. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Virginia.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CPA Investment Advisors, LLCJun 2000 – Nov 2022Virginia Beach, VA
- Sullivan, Andrews, & Taylor, PCOct 1985 – Jan 2019Virginia Beach, VA
- NewEdge Advisors, LLC.Nov 2022 – Dec 2023New Orleans, LA
- Gratus Wealth Advisors LLCDec 2023 – no end date reportedVirginia Beach, VA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Gratus Wealth Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $1,000,000
- Estimated blended rate
- 0.0135
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Tax planning, estate planning, risk management, education planning, charitable planning, retirement planning, investment management, and small business consulting. The firm also collaborates with clients' accountants and attorneys to provide holistic advice.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Virginia Beach, VA
- SEC file number:
- 801-129165
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at Gratus Wealth Advisors LLC
4 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gerald Long Sullivan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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