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RIA / WealthAdvisorCertified Financial Planner21 years in industry

ROBERT MICHAEL CURRY

Advisor at CURRY WEBB WEALTH MANAGEMENT LLC

INDIANAPOLIS, IN | Indianapolis, IN

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Search this name across graphsid dfx:ria:51a4fc02-5ba4-80f4-1bc0-5ebac5084912

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 13, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CURRY WEBB WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 19, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Aug 19, 2005
First registration: Dec 13, 2005
Dual registered: no
Other names: ROBERT CURRY
IAPD individual key: 5075772

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CURRY WEBB WEALTH MANAGEMENT LLC	Independent wealth	Dec 20, 2021	n/a	yes	Indianapolis, IN\|INDIANAPOLIS, IN	Current employment
CERITY PARTNERS OCIO LLC	Institutional manager	Apr 24, 2012	Dec 17, 2021	no	NEW YORK, NY\|Indianapolis, IN	Previous registration
MERIDIAN INVESTMENT ADVISORS, INC.	Independent wealth	May 2, 2008	May 1, 2012	no	INDIANAPOLIS, IN	Previous registration
MERIDIAN WEALTH ADVISORS, INC.	n/a	Feb 15, 2008	Apr 18, 2008	no	INDIANAPOLIS, IN	Previous registration
MERIDIAN INVESTMENT ADVISORS, INC.	Independent wealth	Dec 13, 2005	Feb 21, 2008	no	INDIANAPOLIS, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CERITY PARTNERS OCIO LLC	CURRY WEBB WEALTH MANAGEMENT LLC	Dec 17, 2021	Dec 20, 2021	3	Firm change	RIA to RIA
MERIDIAN INVESTMENT ADVISORS, INC.	CERITY PARTNERS OCIO LLC	May 1, 2012	Apr 24, 2012	-7	Firm change	Other
MERIDIAN WEALTH ADVISORS, INC.	MERIDIAN INVESTMENT ADVISORS, INC.	Apr 18, 2008	May 2, 2008	14	Firm change	Other
MERIDIAN INVESTMENT ADVISORS, INC.	MERIDIAN WEALTH ADVISORS, INC.	Feb 21, 2008	Feb 15, 2008	-6	Firm change	Other

Relationships

Registered with (4)

→ CURRY WEBB WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Dec 20, 2021 to presentfactForm ADV
→ CERITY PARTNERS OCIO LLCRegistered adviserregistration: previous registration
Apr 24, 2012 to Dec 17, 2021factForm ADV
→ MERIDIAN INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
May 2, 2008 to May 1, 2012factForm ADV
→ MERIDIAN WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 15, 2008 to Apr 18, 2008factForm ADV

Dated events

No dated event names this entity yet.