Bryan Sullivan
Directeur Général chez WealthSource Partners LLC
Profil
Mr. Arlo B.
Sullivan is a Chief Executive Officer at WealthSource Partners LLC.
He spent over 17 years working at a number of large Wall Street firms such as UBS, Merrill Lynch, and Edward Jones learning industry best practices.
In 2009, Mr. Sullivan founded Vellum Financial as a firm with the simplicity and transparency to be truly client-centric.
Vellum served the greater Central California area, offering clients retirement-focused advice.
In January of 2016, he co-orchestrated a merger with Colorado-based Avant-Garde Advisors.
The two firms announced a new unified brand and united both companies’ employees and clients under one common vision and direction, WealthSource Partners, where Bryan now serves as the firm’s Chief Executive Office.
He received his undergraduate degree from Oregon State University.
Postes actifs de Bryan Sullivan
Sociétés | Poste | Début |
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WealthSource Partners LLC
WealthSource Partners LLC Investment ManagersFinance WealthSource Partners LLC (WealthSource) is a SEC-registered investment advisor headquartered in San Luis Obispo, California. The firm was founded in 2016 from the merger of Avant-Garden Advisors and Vellum Financial. They were acquired in 2024 by Onedigital Investment Advisors, a subsidiary of Digital Insurance LLC. WealthSource provides investment advisory services to individuals, high net worth individuals and corporations. | Directeur Général | - |
Formation de Bryan Sullivan
Oregon State University | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Entreprise privées | 1 |
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WealthSource Partners LLC
WealthSource Partners LLC Investment ManagersFinance WealthSource Partners LLC (WealthSource) is a SEC-registered investment advisor headquartered in San Luis Obispo, California. The firm was founded in 2016 from the merger of Avant-Garden Advisors and Vellum Financial. They were acquired in 2024 by Onedigital Investment Advisors, a subsidiary of Digital Insurance LLC. WealthSource provides investment advisory services to individuals, high net worth individuals and corporations. | Finance |