Ryan Matthew Dunlap
Investment adviser representative at Wealthbridge Capital Management, LLC
11 yearsExperience
2 statesRegistered in
$709.7MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Wealthbridge Capital Management, LLCAug 2018 to now
- Private Client Services, LLCAug 2018 to May 2020
- Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2018
- Morgan Stanley Smith BarneyJun 2009 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Wealthbridge Capital Management, LLC
$709.7MAssets managed
457Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2761374
- Firm CRD
- 298254