Nicholas Neuville has been an investment adviser representative at WealthBridge Capital Management since May 2026, and is not listed among the firm’s executive officers or direct owners.
Wealthbridge Capital Management, LLC is a Westerville, OH firm with $710M under management, 457 clients and 4 advisers across 2 offices, as of its August 2026 filing.
Nick Neuville is Private Wealth Advisor of WealthBridge Capital Management. Neuville specializes in comprehensive goals-based planning, tax-efficient investing and custom portfolio construction. Before joining WealthBridge he was an advisor at brokerage firms, most notably Charles Schwab, where he built custom portfolios and managed wealth for families.
Nicholas Neuville’s longest registration was 3 years at J.P. Morgan Securities LLC (2023–2026). Before joining WealthBridge Capital Management in 2026, Nicholas Neuville was registered through J.P. Morgan Securities LLC and Charles Schwab & Co., Inc.
- – present · under a yearWesterville, OH · Adviser representative · Firm CRD 298254
- J.P. Morgan Securities LLC– · 3 yearsWesterville, OH · Adviser representative · Firm CRD 79
- Charles Schwab & Co., Inc.– · under a yearColumbus, OH · Adviser representative · Firm CRD 5393
- Morgan Stanley– · under a yearDublin, OH · Adviser representative · Firm CRD 149777
- Schwab Private Client Investment Advisory, Inc.– · 1 yearLone Tree, CO · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · 2 yearsLone Tree, CO · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Nicholas Neuville is registered as an investment adviser representative in Ohio, since May 2026.
- OhioSince 22 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 March 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 November 2016 |
| Series 7 | General Securities Representative Examination | 8 November 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nicholas Kyle Neuville
- CRD
- 5943863
- Firm
- WealthBridge Capital Management · CRD 298254
- Office
- 550 POLARIS PARKWAY, SUITE 560, Westerville, OH 43082
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthbridgecm.com
Where does Nicholas Neuville work?
Nicholas Neuville is an investment adviser representative registered through Wealthbridge Capital Management, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Neuville a financial advisor?
Yes. Nicholas Neuville has a current investment-adviser registration in Ohio, through WealthBridge Capital Management since May 2026.
How many years of experience does Nicholas Neuville have?
Nicholas Neuville has 9 years in the financial industry, since March 2017, across 5 adviser firms.
What exams has Nicholas Neuville passed?
Nicholas Neuville has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in November 2016. FINRA credited Nicholas Neuville with the SIE, which began in October 2018.
Where did Nicholas Neuville work before WealthBridge Capital Management?
Before WealthBridge Capital Management, Nicholas Neuville was registered through J.P. Morgan Securities LLC, March 2023 to May 2026; Charles Schwab & Co., Inc., January 2023 to March 2023; Morgan Stanley, August 2022 to December 2022; Schwab Private Client Investment Advisory, Inc., July 2020 to May 2022; Charles Schwab & Co., Inc., March 2018 to July 2020.
Where is Nicholas Neuville based?
Nicholas Neuville’s registered office is in Westerville, OH.
Is Nicholas Neuville registered with FINRA?
No. Nicholas Neuville has no current broker registration.
How can I verify Nicholas Neuville’s record?
Search CRD 5943863 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Neuville’s full registration record.
