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Benjamin Cole Sullivan

Wealthspire Advisors

New York, NY

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-22
  • NY RA
    APPROVED
    Since 2021-10-22

Branch Locations

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthspire Advisors New York NY 06/2021 Present
Wealthspire Advisors New York NY 06/2020 08/2020
Beacon Bridge Wealth Partners Conshohocken PA 09/2019 03/2020
Villanova University Villanova PA 08/2017 05/2021
Middle School/High School Stony Brook NY 01/2011 08/2017
  • 06/2021 → Present
    Wealthspire Advisors
    New York, NY
  • 06/2020 → 08/2020
    Wealthspire Advisors
    New York, NY
  • 09/2019 → 03/2020
    Beacon Bridge Wealth Partners
    Conshohocken, PA
  • 08/2017 → 05/2021
    Villanova University
    Villanova, PA
  • 01/2011 → 08/2017
    Middle School/High School
    Stony Brook, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-22
  • S65 Uniform Investment Adviser Law Examination
    2021-10-22

View on SEC IAPD

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P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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