Unclaimed Profile

Thomas Austin Webbert

BLUE CURVE ADVISORY, LLC·TOWSON, Maryland

SIE, Series 7, Series 66CFPClean record7 years registeredBLUE CURVE ADVISORY, LLC

8600 LASALLE ROAD, TOWSON, MD 21286CRD# 5193989Firm CRD# 333724

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Austin Webbert · TOWSON, MD

Registration

CRD #5193989 · BLUE CURVE ADVISORY, LLC · 7 years registered

Brand Profile

Not yet started

Career History

BLUE CURVE ADVISORY, LLC

Jan 2025 – present

OSAIC WEALTH, INC.

Jun 2024 – Jan 2025

TOWSON, MD

SECURITIES AMERICA ADVISORS, INC.

Sep 2020 – Jun 2024

TOWSON, MD

SSN ADVISORY, INC.

Jan 2019 – Sep 2020

TOWSON, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 23, 2019

Years registered · 7

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE CURVE ADVISORY, LLC

CRD 333724 · SEC 801-131821

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by BLUE CURVE ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUE CURVE ADVISORY, LLC →

Introduction

Speak with Thomas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Thomas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TOWSON?

Browse all registered financial advisors in TOWSON, Maryland or claim this profile if it's yours.

Browse TOWSON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Thomas Austin Webbert offer?

Thomas Austin Webbert specializes in Financial Planning, Investment Management. Contact their office in TOWSON, Maryland for a consultation.

What are Thomas Austin Webbert's credentials?

Thomas Austin Webbert holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas Austin Webbert located?

Thomas Austin Webbert is based in TOWSON, Maryland, working with BLUE CURVE ADVISORY, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.

How does Thomas Austin Webbert charge for services?

Thomas Austin Webbert's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUE CURVE ADVISORY, LLC?

BLUE CURVE ADVISORY, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →