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CL

Curtis W. Lindsay

WESTPOINT WEALTH MANAGEMENT
Berea, OH 44017
Some features on this profile are disabled
CRD#: 2864463
CL

Professional summary

Curtis Wilcox Lindsay, who also goes by Curt W. Lindsay, is a registered financial advisor currently at WESTPOINT WEALTH MANAGEMENT, LLC located in Berea, Ohio and CADEMUIR WEALTH MANAGEMENT located in Strongsville, Ohio.

Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Curtis has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Curt W. Lindsay

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 Curtis Wilcox Lindsay's 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

October 14, 2020 - Present

WESTPOINT WEALTH MANAGEMENT, LLC

Office #1: 66 Front St, Berea, OH 44017
RIA
CRD#: 310883
Berea, OH
Current

August 1, 2025 - Present

CADEMUIR WEALTH MANAGEMENT

RIA
CRD#: 337766
STRONGSVILLE, OH
Past

September 11, 2019 - September 10, 2020

AMFG WEALTH MANAGEMENT LLC

RIA
CRD#: 292160
Berea, OH
Past

January 3, 2018 - February 1, 2019

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
BEREA, OH
Past

January 3, 2018 - February 1, 2019

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
BEREA, OH
Past

January 20, 2017 - December 31, 2017

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
BEREA, OH
Past

January 20, 2017 - December 31, 2017

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
BEREA, OH
Past

February 11, 2014 - January 25, 2017

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
Strongsville, OH
Past

February 4, 2014 - January 25, 2017

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Strongsville, OH
Past

July 27, 2009 - January 9, 2014

NEW ENGLAND SECURITIES

RIA
CRD#: 615
HIGHLAND HILLS, OH
Past

April 27, 2009 - January 9, 2014

NEW ENGLAND SECURITIES

BD
CRD#: 615
HIGHLAND HILLS, OH
Past

March 15, 2005 - April 21, 2009

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
OVERLAND PARK, KS
Past

July 30, 2002 - March 15, 2005

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
CLEVELAND, OH
Past

April 7, 1997 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

April 7, 1997 - March 15, 2005

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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
Florida
(7/14/2022)
IAR
Ohio
(10/14/2020)
IAR
South Carolina
(4/10/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/29/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/4/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/24/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/4/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/13/1999
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/18/1999
Investment Company Products/Variable Contracts Principal Examination

Current Firm

WW
WESTPOINT WEALTH MANAGEMENT, LLC
NOE FINANCIAL SERVICES, INC. | WESTPOINT WEALTH MANAGEMENT, LLC | TRIPHASE: PLANNING, INVESTMENTS & INSURANCE

CRD#: 310883 / SEC#:

Florida
Registered Investment Advisory firm - (7/14/2022 Approved)
Ohio
Registered Investment Advisory firm - (10/14/2020 Approved)
South Carolina
Registered Investment Advisory firm - (4/10/2024 Approved)
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Contact information

Main Address
66 Front St, Berea, OH 44017
Mailing Address
Phone number
(866) 640-7908
Established
Firm type
Fiscal year end
# of Employees
12

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts948
AUM (Assets Under Management)$ 89,322,684

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.

Company Information

WESTPOINT WEALTH MANAGEMENT, LLC

CRD#: 310883Berea, OH 44017

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