William Kirby is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Pittsfield, MA, with 50 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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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
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Shearson Hayden Stone INC.Broker
Shearson Hayden Stone INC.Broker
State Registrations26 states
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