Robert M. Curry

CURRY WEBB WEALTH MANAGEMENT LLC

Indianapolis, IN 46204

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CRD#: 5075772

Professional summary

Robert Michael Curry M., CFP®, who also goes by Robert Curry M., is a registered financial advisor currently at CURRY WEBB WEALTH MANAGEMENT LLC located in Indianapolis, Indiana.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Curry M.

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 Robert Michael Curry M.'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: 2005

Experience

Current

December 20, 2021 - Present

CURRY WEBB WEALTH MANAGEMENT LLC

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

RIA

CRD#: 168692

Indianapolis, IN

Past

April 24, 2012 - December 17, 2021

CERITY PARTNERS OCIO LLC

RIA

CRD#: 151916

Indianapolis, IN

Past

May 2, 2008 - May 1, 2012

MERIDIAN INVESTMENT ADVISORS, INC.

RIA

CRD#: 107593

INDIANAPOLIS, IN

Past

February 15, 2008 - April 18, 2008

MERIDIAN WEALTH ADVISORS, INC.

RIA

CRD#: 145615

INDIANAPOLIS, IN

Past

December 13, 2005 - February 21, 2008

MERIDIAN INVESTMENT ADVISORS, INC.

RIA

CRD#: 107593

CARMEL, IN

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
(12/20/2021)

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: 8/19/2005

Uniform Investment Adviser Law 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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Robert M. Curry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Curry M.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

CURRY WEBB WEALTH MANAGEMENT LLC

CERITY PARTNERS OCIO LLC

MERIDIAN INVESTMENT ADVISORS, INC.

MERIDIAN WEALTH ADVISORS, INC.

MERIDIAN INVESTMENT ADVISORS, INC.

Primary Firm SEC Registration

CURRY WEBB WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/2005

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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