Unclaimed Profile

Ryan Matthew Dunlap

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC·WESTERVILLE, Ohio

SIE, Series 7, Series 31, Series 63, Series 6527 years registeredWEALTHBRIDGE CAPITAL MANAGEMENT, LLC

550 POLARIS PARKWAY, WESTERVILLE, OH 43082CRD# 2761374Firm CRD# 298254

Profile Verification

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

Identity

Ryan Matthew Dunlap · WESTERVILLE, OH

Registration

CRD #2761374 · WEALTHBRIDGE CAPITAL MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

Sep 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

Aug 1999 – Feb 2009

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · August 9, 1999

Years registered · 27

Disclosure History

2006Customer Dispute·Denied

2002Customer Dispute·Closed-No Action

2001Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Ryan Matthew Dunlap offer?

Ryan Matthew Dunlap specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTERVILLE, Ohio for a consultation.

What are Ryan Matthew Dunlap's credentials?

Ryan Matthew Dunlap is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Matthew Dunlap located?

Ryan Matthew Dunlap 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 Ryan Matthew Dunlap charge for services?

Ryan Matthew Dunlap'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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