Bryan Sullivan has been Managing Member, CCO of Cohesion Wealth Management since February 2020, is a control person of the firm and directly owns between 25% and 50% of it. Bryan Sullivan holds a BA from the University of Colorado at Boulder.
Cohesion Wealth Management, LLC is a Broomfield, CO firm with $171M under management, 395 clients and 3 advisers in one office, as of its September 2026 filing.
Bryan Sullivan is Managing Partner of Cohesion Wealth Management. Before starting his financial advising career, he spent one year living in Madrid, Spain, working with a student organization.
Bryan Sullivan’s longest registration was 12 years at Epiqwest Investment Corporation (2008–2020). Before joining Cohesion Wealth Management in 2020, Bryan Sullivan was registered through Epiqwest Investment Corporation and Epiqwest Financial Coporation.
- – present · 6 yearsBroomfield, CO · Adviser representative · Firm CRD 308980
- Epiqwest Investment Corporation– · 12 yearsBroomfield, CO · Adviser representative · Firm CRD 145663
- Epiqwest Financial Coporation– · 3 yearsErie, CO · Adviser representative · Firm CRD 133482
Professional designations
Listed by Cohesion Wealth Management
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Bryan Sullivan is registered as an investment adviser representative in Colorado, since June 2020.
- ColoradoSince 15 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 May 2007 |
| Series 7 | General Securities Representative Examination | 17 November 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bryan Joseph Sullivan
- CRD
- 5243267
- Firm
- Cohesion Wealth Management · CRD 308980
- Role
- Managing Member, CCO
- Office
- 380 INTERLOCKEN CRESCENT, SUITE 260, Broomfield, CO 80021
- Registration
- Investment adviser registration
- In the industry since
- November 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cohesionwm.com
Where does Bryan Sullivan work?
Bryan Sullivan has been Managing Member, CCO of Cohesion Wealth Management, LLC since February 2020, and is a control person of the firm.
Is Bryan Sullivan a financial advisor?
Yes. Bryan Sullivan has a current investment-adviser registration in Colorado, through Cohesion Wealth Management since June 2020.
How many years of experience does Bryan Sullivan have?
Bryan Sullivan has 19 years in the financial industry, since November 2006, across 3 adviser firms.
What exams has Bryan Sullivan passed?
Bryan Sullivan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2006. FINRA credited Bryan Sullivan with the SIE, which began in October 2018.
Where did Bryan Sullivan work before Cohesion Wealth Management?
Before Cohesion Wealth Management, Bryan Sullivan was registered through Epiqwest Financial Coporation, May 2007 to December 2010.
Where is Bryan Sullivan based?
Bryan Sullivan’s registered office is in Broomfield, CO.
Is Bryan Sullivan registered with FINRA?
No. Bryan Sullivan has no current broker registration.
Is Bryan Sullivan a CFP?
Cohesion Wealth Management lists Bryan Sullivan with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Bryan Sullivan’s record?
Search CRD 5243267 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Sullivan’s full registration record.
