Ryan Dunlap has been Managing Member, President, Chief Executive Officer, and Financial Advisor of WealthBridge Capital Management since August 2018, is a control person of the firm and directly owns between 50% and 75% of it. Ryan Dunlap holds a Bachelor of Arts in Management from Purdue University.
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.
Ryan Dunlap is President and CEO of WealthBridge Capital Management. Dunlap's entire 30-year career has been spent in the financial industry. Prior to co-founding WealthBridge he spent 9 years at Morgan Stanley, and previously he worked at Merrill Lynch for 13 years. He teaches financial planning, retirement income tactics, risk and tax management, and estate planning as part of a course on Financial Strategies for Successful Retirement at several universities.
Ryan Dunlap’s longest registration was 9 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (1999–2009). Before joining WealthBridge Capital Management in 2018, Ryan Dunlap was registered through Morgan Stanley and Morgan Stanley & Co. Incorporated.
- – present · 8 yearsEnglewood, FL · Adviser representative · Firm CRD 298254
- Morgan Stanley– · 9 yearsColumbus, OH · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearDublin, OH · Adviser representative · Firm CRD 8209
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 9 yearsColumbus, OH · Adviser representative · Firm CRD 7691
Professional designations
Listed by WealthBridge Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Ryan Dunlap is registered as an investment adviser representative in 2 states. The first approvals date from September 2018; the most recent is Florida, in June 2020.
- FloridaSince 29 June 2020
- OhioSince 5 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 16 June 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 1996 |
| Series 7 | General Securities Representative Examination | 6 August 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan Matthew Dunlap
- CRD
- 2761374
- Firm
- WealthBridge Capital Management · CRD 298254
- Role
- Managing Member, President, Chief Executive Officer, and Financial Advisor
- Office
- 2881 Placida Road, Suite 205, Englewood, FL 34224
- Registration
- Investment adviser registration
- In the industry since
- August 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthbridgecm.com
Where does Ryan Dunlap work?
Ryan Dunlap has been Managing Member, President, Chief Executive Officer, and Financial Advisor of Wealthbridge Capital Management, LLC since August 2018, and is a control person of the firm.
Is Ryan Dunlap a financial advisor?
Yes. Ryan Dunlap has a current investment-adviser registration in Florida and Ohio, through WealthBridge Capital Management since September 2018.
How many years of experience does Ryan Dunlap have?
Ryan Dunlap has 30 years in the financial industry, since August 1996, across 4 adviser firms.
What exams has Ryan Dunlap passed?
Ryan Dunlap has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in August 1996. FINRA credited Ryan Dunlap with the SIE, which began in October 2018.
Where did Ryan Dunlap work before WealthBridge Capital Management?
Before WealthBridge Capital Management, Ryan Dunlap was registered through Morgan Stanley, June 2009 to September 2018; Morgan Stanley & Co. Incorporated, January 2009 to June 2009; Merrill Lynch, Pierce, Fenner & Smith Incorporated, August 1999 to February 2009.
Where is Ryan Dunlap based?
Ryan Dunlap’s registered office is in Englewood, FL.
Is Ryan Dunlap registered with FINRA?
No. Ryan Dunlap has no current broker registration.
Is Ryan Dunlap a CFP?
WealthBridge Capital Management lists Ryan Dunlap with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ryan Dunlap’s record?
Search CRD 2761374 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Dunlap’s full registration record.
