William Patrick Milby
Investment adviser representative at Kestra Private Wealth Services, LLC
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$13.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Kestra Investment Services, LLCDec 2024 to now
- Kestra Private Wealth Services, LLCDec 2024 to now
- Bank of America,NANov 2009 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 1998 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1449167
- Firm CRD
- 155193