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Benjamin Cole Sullivan

Wealthspire Advisors

New York, NY

CRD 7179953

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Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

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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