Thomas Austin Webbert
Investment adviser representative at Blue Curve Advisory, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Blue Curve Advisory, LLCAug 2024 to now
- Osaic Wealth, Inc.Jun 2024 to Jan 2025
- Securities America Advisors, Inc.Sep 2020 to Jun 2024
- Securities America, Inc.Sep 2020 to Jun 2024
- Webbert Financial PlanningJun 2006 to Jan 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MD).
Blue Curve Advisory, LLC
$125.2MAssets managed
291Clients
2Advisers
1 yearIn 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
- 5193989
- Firm CRD
- 333724