Brian Robert Sullivan

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 01/2018
  Army West Point Odia
  West Point, NY
• 05/2015 → 01/2018
  Highland Falls Recreation Department
  Highland Falls, NY
• 08/2014 → 05/2018
  College Of Mount Saint Vincent
  Bronx, NY
• 07/2018 → 01/2019
  Unemployed
  Highland Falls, NY
• 12/2018 → 04/2019
  Equitable Financial Life Insurance/Axa Advisors
  New York, NY
• 04/2021 → 02/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2019 → 04/2021
  Fairway Testing
  Stony Point, NY
• 04/2019 → 07/2019
  Army West Point Odia
  West Point, NY
• 04/2022 → 03/2023
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 03/2023 → Present
  Geller Advisors
  New York, NY
• 01/2025 → Present
  Corient
  New York, NY
• 01/2025 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2024-10-28 → 2025-03-28
  Geller Advisors Llc
  New York, NY
• 2022-05-11 → 2023-03-07
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2021-05-25 → 2022-03-14
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-05-17
• S63 Uniform Securities Agent State Law Examination
  2019-03-15

Other Names

• Brian Sullivan
• Brian R. Sullivan