Unclaimed Profile

Robert William Faulkner

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC·WESTERVILLE, Ohio

SIE, Series 7, Series 31, Series 65, Series 66Clean record24 years registeredWEALTHBRIDGE CAPITAL MANAGEMENT, LLC

550 POLARIS PARKWAY, WESTERVILLE, OH 43082CRD# 4426185Firm CRD# 298254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert William Faulkner · WESTERVILLE, OH

Registration

CRD #4426185 · WEALTHBRIDGE CAPITAL MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

Aug 2018 – present

MORGAN STANLEY

Jun 2009 – Sep 2018

COLUMBUS, OH

MORGAN STANLEY & CO. INCORPORATED

Jan 2009 – Jun 2009

DUBLIN, OH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2001 – Feb 2009

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 65

Series 66

Registration record

First registered · November 16, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

CRD 298254 · SEC 801-113924

AUM

$468M

Regulatory assets under management

Employees

1,595 client accounts

Services offered by WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTHBRIDGE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert William Faulkner offer?

Robert William Faulkner specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTERVILLE, Ohio for a consultation.

What are Robert William Faulkner's credentials?

Robert William Faulkner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert William Faulkner located?

Robert William Faulkner is based in WESTERVILLE, Ohio, working with WEALTHBRIDGE CAPITAL MANAGEMENT, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.

How does Robert William Faulkner charge for services?

Robert William Faulkner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHBRIDGE CAPITAL MANAGEMENT, LLC?

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $468M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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