Adam Kirby is a registered investment advisor at Wells Fargo Advisors, based in Pittsfield, MA, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
66 West St, 4th Fl, Pittsfield, MA, 01201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is the owner of Kirby Investment Strategies, LLC since 2020, dedicating full-time hours to the firm. He spends a minimal amount of time on trading activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations26 states
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