Keith Patrick Corbett
Investment adviser representative at Bluebird Wealth Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$154MFirm 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
Experience
10 years in the industry.
- Bluebird Wealth Management LLCNov 2020 to now
- UnemployedSep 2020 to Nov 2020
- Fisher InvestmentsOct 2019 to Sep 2020
- Fidelity InvestmentsOct 2010 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MA).
Bluebird Wealth Management LLC
$154MAssets managed
112Clients
3Advisers
1 yearIn 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
- 5859875
- Firm CRD
- 293420