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William Kirby

Raymond James Financial Services Advisors, INC
50 Years of Experience
Pittsfield, MA
Broker
View SEC Summary
View SEC Summary

William Kirby is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pittsfield, MA, with 50 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6696 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

66 West Street, Suite 205, Pittsfield, MA, 01201

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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

William is the Chair of the Investment Committee Member for Berkshire Community College Foundation, spending minimal time on it. He also has 50% ownership in Kirby Investment Strategies LLC, dedicating full-time hours to the firm.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2026 - Present · 4 mos
Raymond James Financial Services, INC.Broker
June 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
October 2014 - July 2026 · 11 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2014 - July 2026 · 11 yrs 9 mos
Morgan StanleyBroker
June 2009 - November 2014 · 5 yrs 5 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
November 1977 - July 1993 · 15 yrs 8 mos
Shearson Hayden Stone INC.Broker
November 1976 - November 1977 · 1 yr
Shearson Hayden Stone INC.Broker
March 1976 - November 1976 · 8 mos
State Registrations27 states
ALCACOCTDEFLHIILKSMAMDMENCNHNJNVNYOHOKORPASCTXVAVTWAWI
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.
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