Bryan Joseph Sullivan
Investment adviser representative at Cohesion Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$171MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Cohesion Wealth Management, LLCJun 2020 to now
- Asset ExchangeOct 2016 to now
- Epiqwest FinancialOct 2006 to now
- American Portfolios Financial Service, IncMay 2013 to Oct 2018
- Epiqwest Investment CorporationJan 2008 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cohesion Wealth Management, LLC
$171MAssets managed
395Clients
4Advisers
6 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
- 5243267
- Firm CRD
- 308980