Thomas Webbert has been Owner / Chief Compliance Officer of Blue Curve Advisory since August 2024, is a control person of the firm and directly owns 75% or more of it.
Blue Curve Advisory, LLC is a Towson, MD firm with $125M under management, 291 clients and 8 advisers in one office, as of its March 2026 filing.
Thomas Webbert’s longest registration was 3 years at Securities America Advisors, Inc. (2020–2024). Before joining Blue Curve Advisory in 2025, Thomas Webbert was registered through Osaic Wealth, Inc. and Securities America Advisors, Inc.
- Blue Curve Advisory, LLCCurrent– present · 1 yearTowson, MD · Adviser representative · Firm CRD 333724
- Osaic Wealth, Inc.– · under a yearTowson, MD · Adviser representative · Firm CRD 23131
- Securities America Advisors, Inc.– · 3 yearsTowson, MD · Adviser representative · Firm CRD 110518
- SSN Advisory, Inc.– · 1 yearTowson, MD · Adviser representative · Firm CRD 126090
Investment adviser representative registrations
Thomas Webbert is registered as an investment adviser representative in Maryland, since January 2025.
- MarylandSince 29 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 October 2013 |
| Series 7 | General Securities Representative Examination | 30 August 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas Austin Webbert
- CRD
- 5193989
- Firm
- Blue Curve Advisory · CRD 333724
- Role
- Owner / Chief Compliance Officer
- Office
- 8600 LASALLE ROAD, SUITE 312, Towson, MD 21286
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Webbert work?
Thomas Webbert has been Owner / Chief Compliance Officer of Blue Curve Advisory, LLC since August 2024, and is a control person of the firm.
Is Thomas Webbert a financial advisor?
Yes. Thomas Webbert has a current investment-adviser registration in Maryland, through Blue Curve Advisory since January 2025.
How many years of experience does Thomas Webbert have?
Thomas Webbert has 19 years in the financial industry, since March 2007, across 4 adviser firms.
What exams has Thomas Webbert passed?
Thomas Webbert has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2006. FINRA credited Thomas Webbert with the SIE, which began in October 2018.
Where did Thomas Webbert work before Blue Curve Advisory?
Before Blue Curve Advisory, Thomas Webbert was registered through Osaic Wealth, Inc., June 2024 to January 2025; Securities America Advisors, Inc., September 2020 to June 2024; SSN Advisory, Inc., January 2019 to September 2020.
Where is Thomas Webbert based?
Thomas Webbert’s registered office is in Towson, MD.
Is Thomas Webbert registered with FINRA?
No. Thomas Webbert has no current broker registration.
How can I verify Thomas Webbert’s record?
Search CRD 5193989 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Webbert’s full registration record.