William Milby
William Milby is a CFP-designated registered investment advisor at Kestra Private Wealth Services, LLC, based in Arlington, VA, with 40 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
4075 Wilson Blvd, Suite 420, Arlington, VA, 22203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is the founder and owner of Redoos Inc., a private ride share software company, though he currently dedicates no time to it. He is also the founder, CEO, and CIO of Campus Private Wealth, working full-time as a portfolio manager, CFP professional, owner, and investment strategist.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dmg Securities, INC.Broker
F.N. Wolf & CO., INC.Broker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.