Robert
Faulkner
Wealthbridge Capital Management, LLC
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About this Advisor
Robert Faulkner is a financial advisor based in Westerville, Ohio, working with Wealthbridge Capital Management, LLC. Robert has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Private Client Services, LLC, and Wealthbridge Capital Management, LLC. Robert has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Robert is part of Wealthbridge Capital Management, LLC, which operates out of Westerville, Ohio. The firm has one office and four employees. The firm manages assets totaling $467.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Wealthbridge Capital Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthbridge Capital Management, LLC Brokerage Details
$467,791,332
4
1,595
$293,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Faulkner Work History
Wealthbridge Capital Management, LLC
Private Client Services, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Robert Faulkner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthbridge Capital Management, LLC
Westerville, OH
Englewood, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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