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Sean Kirby-Smith

11 Years of Experience
Bethesda, MD
Broker

Sean Kirby-Smith is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Sean has 100% ownership of SKS72, LLC since 2022, which is investment-related. He dedicates full-time hours to this activity.

Employment History
Current Registrations
Wells Fargo Advisors
December 2016 - Present · 9 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Morgan Stanley
December 2014 - December 2016 · 2 yrs
Morgan StanleyBroker
October 2014 - December 2016 · 2 yrs 2 mos
State Registrations19 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.