David S. Webb

CURRY WEBB WEALTH MANAGEMENT LLC

INDIANAPOLIS, IN 46240

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CRD#: 1643545

Professional summary

David Stauffer Webb, CFP® is a registered financial advisor currently at CURRY WEBB WEALTH MANAGEMENT LLC located in Indianapolis, Indiana.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. David has worked at 9 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Stauffer Webb's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

September 19, 2013 - Present

CURRY WEBB WEALTH MANAGEMENT LLC

Office #1: 500 E 96th Street Suite #140, Indianapolis, IN 46240

RIA

CRD#: 168692

INDIANAPOLIS, IN

Past

February 26, 2010 - April 5, 2012

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

PORTLAND, OR

Past

February 12, 2008 - March 24, 2014

PARK + ELM INVESTMENT ADVISERS

RIA

CRD#: 146233

INDIANAPOLIS, IN

Past

November 21, 2006 - February 8, 2008

WEBB FINANCIAL ADVISORS

RIA

CRD#: 122658

INDIANAPOLIS, IN

Past

April 11, 1995 - February 5, 1999

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

October 4, 1990 - October 20, 1994

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

April 19, 1990 - September 25, 1990

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

October 3, 1989 - April 3, 1990

SANCTUARY SECURITIES, INC.

CRD#: 205

MIAMI, FL

Past

April 29, 1987 - October 11, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CURRY WEBB WEALTH MANAGEMENT LLC

CURRY WEBB WEALTH MANAGEMENT LLC | WEBB CAPITAL MANAGEMENT, LLC | WEBB CAPITAL MANAGEMENT

CRD#: 168692 / SEC#: 801-129976

RIA

Registered Investment Advisory firm - (12/13/2024 Approved)

California

Registered Investment Advisory firm - (4/6/2025 Terminated)

Indiana

Registered Investment Advisory firm - (3/11/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/20/2014)

IAR

Indiana
(9/19/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/22/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/25/1987

General Securities Representative Examination

Current Firm

CURRY WEBB WEALTH MANAGEMENT LLC

CURRY WEBB WEALTH MANAGEMENT LLC | WEBB CAPITAL MANAGEMENT, LLC | WEBB CAPITAL MANAGEMENT

CRD#: 168692 / SEC#: 801-129976

RIA

Registered Investment Advisory firm - (12/13/2024 Approved)

California

Registered Investment Advisory firm - (4/6/2025 Terminated)

Indiana

Registered Investment Advisory firm - (3/11/2025 Terminated)

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Contact information

Main Address

500 E 96th Street Suite #140, Indianapolis, IN 46240

Mailing Address

Phone number

(317) 999-5323

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWWM FORM ADV PART 2A (3/29/2025)

Regulatory assets under management

Total Number of Accounts	841
AUM (Assets Under Management)	$ 290,403,614

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David S. Webb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Stauffer Webb's CRS (Customer Relationship Summary).

Certified licenses

Experience

STANCORP INVESTMENT ADVISERS, INC.

PARK + ELM INVESTMENT ADVISERS

WEBB FINANCIAL ADVISORS

NATIONAL PLANNING CORPORATION

CHARLES SCHWAB & CO., INC.

MUTUAL SERVICE CORPORATION

SANCTUARY SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

CURRY WEBB WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/22/1987

Series 7

Date: 4/25/1987

Current Firm

CURRY WEBB WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CURRY WEBB WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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