David
Stitt
Curry Webb Wealth Management LLC
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About this Advisor
David Stitt is a financial advisor based in Indianapolis, Indiana, working with Curry Webb Wealth Management LLC. David has previously held positions at Heritage Wealth Advisors-Ameriprise, Angie'S List, Axa Advisors, LLC, Guardian Life Insurance Company, Park Avenue Securities, Argi Investment Services (Cerity Partners), Fifth Third Bank, Fifth Third Securities, Ameriprise Financial Services, LLC, Foundations Investment Advisors, LLC, Rejoyce Financial, and Rejoyce Wealth Management. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, David is part of Curry Webb Wealth Management LLC, which operates out of Indianapolis, Indiana. The firm has 5 employees and manages assets totaling $290.4 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Curry Webb Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Curry Webb Wealth Management LLC Brokerage Details
$290,403,614
5
841
$345,308
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Stitt Work History
Foundations Investment Advisors, LLC
Rejoyce Financial
Rejoyce Wealth Management
Ameriprise Financial Services, LLC
Fifth Third Bank
Fifth Third Securities
Argi Investment Services (Cerity Partners)
Axa Advisors, LLC
Guardian Life Insurance Company
Park Avenue Securities
Angie'S List
Heritage Wealth Advisors-Ameriprise
Disclosures
Please visit the SEC profile of David Stitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Curry Webb Wealth Management LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Menlo Park, CA
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