Ryan M. Dunlap

WEALTHBRIDGE CAPITAL MANAGEMENT

Englewood, FL 34224

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CRD#: 2761374

Professional summary

Ryan Matthew Dunlap, CFP®, who also goes by Ryan M Dunlap, is a registered financial advisor currently at WEALTHBRIDGE CAPITAL MANAGEMENT, LLC located in Englewood, Florida.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Ryan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan M Dunlap

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.

Ryan Dunlop is also a licensed insurance professional conducting business from the same business address. Less than 5% of Mr. Dunlap's time is for services as an insurance professional.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Matthew Dunlap'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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

September 5, 2018 - Present

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

Office #1: 2881 Placida Road Suite 205, Englewood, FL 34224

RIA

CRD#: 298254

Englewood, FL

Past

August 31, 2018 - May 18, 2020

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

WESTERVILLE, OH

Past

June 1, 2009 - September 4, 2018

MORGAN STANLEY

RIA

CRD#: 149777

COLUMBUS, OH

Past

June 1, 2009 - September 4, 2018

MORGAN STANLEY

CRD#: 149777

COLUMBUS, OH

Past

January 30, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

DUBLIN, OH

Past

January 30, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

DUBLIN, OH

Past

August 9, 1999 - February 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

COLUMBUS, OH

Past

August 7, 1996 - February 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

COLUMBUS, OH

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

Florida
(6/29/2020)

IAR

Ohio
(9/5/2018)

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: 8/30/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/19/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/16/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/6/1996

General Securities Representative 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)

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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.

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Advisor Monitoring

Firm Stability Insights

Ryan M. Dunlap

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Matthew Dunlap's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

WEALTHBRIDGE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/1996

Series 63

Date: 8/19/1996

SIE

Date: 10/1/2018

Series 31

Date: 6/16/2009

Series 7

Date: 8/6/1996

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

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