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BJ

Bryan Joseph Sullivan

Investment Adviser Representative at COHESION WEALTH MANAGEMENT, LLC

Broomfield, COCRD #5243267Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Colorado
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/11/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/17/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Cohesion Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COHESION WEALTH MANAGEMENT, LLCCurrent
6/15/2020Broomfield, CO
EPIQWEST INVESTMENT CORPORATION
3/10/200812/14/2020Broomfield, CO
EPIQWEST FINANCIAL COPORATION
5/14/200712/31/2010Erie, CO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at COHESION WEALTH MANAGEMENT, LLC

3 other advisors in the directory

View COHESION WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryan Joseph 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.

Bryan Joseph Sullivan - Financial Advisor in Broomfield, CO | AdvisorFinder