David G. Stitt

CURRY WEBB WEALTH MANAGEMENT LLC

Indianapolis, IN 46204

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CRD#: 2204447

Professional summary

David Gregory Stitt, who also goes by David G Stitt, David Gregory Stitt, David Stitt, 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 1992. David has worked at 16 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David G Stitt | David Gregory Stitt | David Stitt

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 Gregory Stitt'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®

None

Experience

Current

February 1, 2024 - Present

CURRY WEBB WEALTH MANAGEMENT LLC

Office #1: 320 N Meridian Street Suite 828, Indianapolis, IN 46204

RIA

CRD#: 168692

Indianapolis, IN

Past

January 10, 2024 - December 31, 2024

REJOYCE WEALTH MANAGEMENT

RIA

CRD#: 328333

CARMEL, IN

Past

December 15, 2023 - January 4, 2024

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

CARMEL, IN

Past

August 18, 2023 - December 12, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Lafayette, IN

Past

August 18, 2023 - December 12, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Lafayette, IN

Past

April 21, 2022 - August 23, 2023

FIFTH THIRD SECURITIES, INC.

CRD#: 628

WEST LAFAYETTE, IN

Past

April 13, 2022 - August 23, 2023

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

WEST LAFAYETTE, IN

Past

January 8, 2021 - April 4, 2022

CERITY PARTNERS OCIO LLC

RIA

CRD#: 151916

Indianpolis, IN

Past

August 8, 2017 - January 20, 2021

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

INDIANAPOLIS, IN

Past

August 1, 2017 - January 20, 2021

PARK AVENUE SECURITIES LLC

CRD#: 46173

INDIANAPOLIS, IN

Past

March 28, 2017 - July 17, 2017

EQUITABLE ADVISORS, LLC

CRD#: 6627

INDIANAPOLIS, IN

Past

March 27, 2017 - July 17, 2017

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

INDIANAPOLIS, IN

Past

June 12, 2015 - July 8, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MERCER ISLAND, WA

Past

June 11, 2015 - July 8, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MERCER ISLAND, WA

Past

April 11, 2012 - May 18, 2015

JHS CAPITAL ADVISORS, LLC

RIA

CRD#: 112097

BELLEVUE, WA

Past

April 11, 2012 - May 18, 2015

JHS CAPITAL ADVISORS, LLC

CRD#: 112097

BELLEVUE, WA

Past

August 15, 2008 - April 11, 2012

PAULSON INVESTMENT COMPANY LLC

RIA

CRD#: 5670

BELLEVUE, WA

Past

August 15, 2008 - April 11, 2012

PAULSON INVESTMENT COMPANY LLC

CRD#: 5670

BELLEVUE, WA

Past

May 8, 2007 - July 3, 2008

CONCORD EQUITY GROUP ADVISORS, LLC

RIA

CRD#: 143315

BELLEVUE, WA

Past

April 20, 2005 - April 27, 2007

THE CONCORD EQUITY GROUP, LLC

RIA

CRD#: 14569

BELLEVUE, WA

Past

April 15, 2005 - August 15, 2008

THE CONCORD EQUITY GROUP, LLC

CRD#: 14569

BELLEVUE, WA

Past

March 24, 2004 - April 26, 2005

FIRST MONTAUK SECURITIES CORP.

RIA

CRD#: 13755

BELLEVUE, WA

Past

March 18, 2004 - April 26, 2005

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

RED BANK, NJ

Past

February 26, 2001 - January 21, 2004

PIPER SANDLER & CO.

RIA

CRD#: 665

BELLEVUE, WA

Past

December 15, 2000 - January 21, 2004

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

March 2, 1998 - December 19, 2000

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

January 29, 1992 - March 2, 1998

DAIN RAUSCHER INCORPORATED

CRD#: 7600

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

Indiana
(2/1/2024)

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

IAR

Series 65

Date: 7/1/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/11/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/27/1992

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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Advisor Monitoring

Firm Stability Insights

David G. Stitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Gregory Stitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

REJOYCE WEALTH MANAGEMENT

FOUNDATIONS INVESTMENT ADVISORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

CERITY PARTNERS OCIO LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

JHS CAPITAL ADVISORS, LLC

JHS CAPITAL ADVISORS, LLC

PAULSON INVESTMENT COMPANY LLC

PAULSON INVESTMENT COMPANY LLC

CONCORD EQUITY GROUP ADVISORS, LLC

THE CONCORD EQUITY GROUP, LLC

THE CONCORD EQUITY GROUP, LLC

FIRST MONTAUK SECURITIES CORP.

FIRST MONTAUK SECURITIES CORP.

PIPER SANDLER & CO.

PIPER SANDLER & CO.

RBC CAPITAL MARKETS, LLC

DAIN RAUSCHER INCORPORATED

Primary Firm SEC Registration

CURRY WEBB WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/1/1997

Series 63

Date: 3/11/1992

SIE

Date: 10/1/2018

Series 7

Date: 1/27/1992

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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