Robert William Faulkner

Employer firm

Wealthbridge Capital Management, LLC CRD 298254

$710M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 08/2018
  Morgan Stanley Smith Barney
  Mansfield, OH
• 01/2015 → 08/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2018 → 05/2020
  Private Client Services, Llc
  Westerville, OH
• 08/2018 → Present
  Wealthbridge Capital Management, Llc
  Westerville, OH

Previous Registrations

• 2009-06-01 → 2018-09-04
  Morgan Stanley
  Dublin, OH
  Mansfield, OH
  Columbus, OH
• 2009-01-30 → 2009-06-01
  Morgan Stanley & Co. Llc
  Mansfield, OH
  Dublin, OH
• 2001-11-16 → 2009-02-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
  Columbus, OH

Other Businesses

1) NORTHSTAR STUDIO LLC. 465 COMMERCE DRIVE, SUNBURY, OHIO 43074. ALL STAR CHEERLEADING. MEMBER OF LLC. 4 HOURS/MO; 0 DURING TRADING HOURS. 2) Robert Faulkner is also a licensed insurance professional. Less than 5% of Mr. Faulkner's time is for services as an insurance professional.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-10
• S66 Uniform Combined State Law Examination
  2001-10-16