Thomas A. Webbert

BLUE CURVE ADVISORY

TOWSON, MD 21286

Some features on this profile are disabled

CRD#: 5193989

Professional summary

Thomas Austin Webbert, CFP®, who also goes by Thomas A. Webbert, is a registered financial advisor currently at BLUE CURVE ADVISORY, LLC located in Towson, Maryland.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Thomas has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas A. Webbert

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.

NATURE: Public Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/07/2013 ADDRESS: 8600 LaSalle Rd ste 312, Towson MD 21286 DESCRIPTION: Notarizing documents for clients Independent Insurance Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Austin Webbert'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: 2013

Experience

Current

January 29, 2025 - Present

BLUE CURVE ADVISORY, LLC

Office #1: 8600 Lasalle Road Suite 312, Towson, MD 21286

RIA

CRD#: 333724

TOWSON, MD

Past

June 14, 2024 - January 23, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

TOWSON, MD

Past

June 14, 2024 - January 23, 2025

OSAIC WEALTH, INC.

CRD#: 23131

TOWSON, MD

Past

September 18, 2020 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

TOWSON, MD

Past

September 18, 2020 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

TOWSON, MD

Past

January 23, 2019 - September 18, 2020

SSN ADVISORY, INC.

RIA

CRD#: 126090

TOWSON, MD

Past

January 6, 2010 - September 18, 2020

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

TOWSON, MD

Past

July 8, 2009 - December 31, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

SEVERNA PARK, MD

Past

August 31, 2006 - December 31, 2008

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

SEVERNA PARK, MD

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".

BLUE CURVE ADVISORY, LLC

CRD#: 333724 / SEC#: 801-131821

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

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

Maryland
(1/29/2025)

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 66

Date: 10/28/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/30/2006

General Securities Representative Examination

Current Firm

BLUE CURVE ADVISORY, LLC

CRD#: 333724 / SEC#: 801-131821

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8600 Lasalle Road Suite 312, Towson, MD 21286

Mailing Address

Phone number

(410) 339-5771

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

BLUE CURVE ADVISORY, LLC_ADV BROCHURE (5/15/2025)

Regulatory assets under management

Total Number of Accounts	938
AUM (Assets Under Management)	$ 103,195,267

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.

Similar Advisors

Brian Mckinney

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Gary Williams

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Thomas A. Webbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Austin Webbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

MEDALLION INVESTMENT SERVICES, INC.

MEDALLION INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

BLUE CURVE ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/30/2006

Current Firm

BLUE CURVE ADVISORY, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE CURVE ADVISORY, LLC

TRUST BUT VERIFY

Similar Advisors