Thomas Austin Webbert

Employer firm

Blue Curve Advisory, LLC CRD 333724

$125M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → 01/2025
  Webbert Financial Planning
  Baltimore, MD
• 09/2020 → 06/2024
  Securities America, Inc.
  Towson, MD
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Towson, MD
• 06/2024 → 01/2025
  Osaic Wealth, Inc.
  Towson, MD
• 08/2024 → Present
  Blue Curve Advisory, Llc
  Towson, MD
• 01/2025 → Present
  Blue Curve Advisory, Llc
  Towson, MD

Previous Registrations

• 2024-06-14 → 2025-01-23
  Osaic Wealth, Inc.
  Glen Arm, MD
• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Towson, MD
• 2019-01-23 → 2020-09-18
  Ssn Advisory, Inc.
  Towson, MD

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2013-10-28

Designations

• Certified Financial Planner

Other Names

• Thomas A. Webbert