David M. Suchland

WEALTHBRIDGE CAPITAL MANAGEMENT

WESTERVILLE, OH 43082

Some features on this profile are disabled

CRD#: 2739873

Professional summary

David Michael Suchland, who also goes by Dave Suchland, is a registered financial advisor currently at WEALTHBRIDGE CAPITAL MANAGEMENT, LLC located in Westerville, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. David has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Suchland

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF OTHER BUSINESS: FAMILY FINANCIAL OF CENTRAL OHIO; IS OTHER BUSINESS INVESTMENT RELATED: YES, ADDRESS OF OTHER BUSINESS: 49 N. SANDUSKY STREET, DELAWARE, OH 43015; NATURE OF OTHER BUSINESS: MARKET SECURITIES RELATED AND INSURANCE BUSINESS THROUGH REGISTERED BROKER DEALER; POSITION: AGENT; 05/09/2012; 20 HOURS PER MONTH; 10 HOURS PER MONTH; PROVIDE LIFE AND HEALTH INSURANCE POLICIES TO CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Michael Suchland's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 18, 2024 - Present

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

Office #1: 550 Polaris Parkway Suite 560, Westerville, OH 43082

RIA

CRD#: 298254

WESTERVILLE, OH

Past

January 7, 2013 - July 2, 2024

THE JOSEPH GROUP CAPITAL MANAGEMENT

RIA

CRD#: 165311

COLUMBUS, OH

Past

May 11, 2012 - December 19, 2012

EMERSON EQUITY LLC

CRD#: 130032

DELAWARE, OH

Past

January 12, 2011 - May 2, 2012

SUNSET FINANCIAL SERVICES, INC.

RIA

CRD#: 3538

OSTRANDER, OH

Past

June 17, 2010 - May 2, 2012

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

OSTRANDER, OH

Past

September 22, 2005 - January 22, 2010

MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC

RIA

CRD#: 106652

DUBLIN, OH

Past

September 20, 2005 - January 22, 2010

MANNING & NAPIER INVESTOR SERVICES, INC.

CRD#: 26266

DUBLIN, OH

Past

May 21, 2004 - September 27, 2005

JPMORGAN ASSET MANAGEMENT

RIA

CRD#: 107247

COLUMBUS, OH

Past

January 17, 2001 - October 11, 2004

JPMORGAN DISTRIBUTION SERVICES, INC.

CRD#: 104234

COLUMBUS, OH

Past

March 30, 2000 - December 31, 2000

VICTORY CAPITAL SERVICES, INC.

CRD#: 37059

BROOKLYN, OH

Past

April 8, 1999 - February 23, 2000

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

June 6, 1996 - March 10, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

ALTRIOCH WEALTH ADVISORS LLC | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | GIRDER FINANCIAL | FIDUCIARY PLANNING INSTITUTE

CRD#: 298254 / SEC#: 801-113924

RIA

Registered Investment Advisory firm - (8/31/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/20/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/24/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/5/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/25/2010

General Securities Principal Examination

Current Firm

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

ALTRIOCH WEALTH ADVISORS LLC | WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | GIRDER FINANCIAL | FIDUCIARY PLANNING INSTITUTE

CRD#: 298254 / SEC#: 801-113924

RIA

Registered Investment Advisory firm - (8/31/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

550 Polaris Parkway Suite 560, Westerville, OH 43082

Mailing Address

Phone number

(614) 591-4515

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTHBRIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (8/28/2025)

Regulatory assets under management

Total Number of Accounts	1,805
AUM (Assets Under Management)	$ 599,021,878

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Andrew Lehman

INSPIRE ADVISORS, LLC

IAR

Columbus, OH

James Bowman

JANNEY MONTGOMERY SCOTT LLC

IAR

Columbus (grandview), OH

Cody Anderson

J.P. MORGAN SECURITIES LLC

IAR

UPPER ARLINGTON, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David M. Suchland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Michael Suchland's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE JOSEPH GROUP CAPITAL MANAGEMENT

EMERSON EQUITY LLC

SUNSET FINANCIAL SERVICES, INC.

SUNSET FINANCIAL SERVICES, INC.

MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC

MANNING & NAPIER INVESTOR SERVICES, INC.

JPMORGAN ASSET MANAGEMENT

JPMORGAN DISTRIBUTION SERVICES, INC.

VICTORY CAPITAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/20/2006

Series 63

Date: 4/24/1997

Series 7

Date: 6/5/1996

Series 24

Date: 6/25/2010

Current Firm

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors