Kirby Smith
Kirby Smith is a registered investment advisor at Wells Fargo Advisors, based in Lutherville, MD, with 46 years of industry experience. Kirby is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
2350 W Joppa Rd, Greenspring Center, Lutherville, MD, 21093
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1998Other Business Activities
Kirby is an affiliate professor at Loyola College of Maryland, teaching portfolio management, and also officiates weddings. Additionally, Kirby is the executor of his sister's estate, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations15 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.
Exams
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