William Hamilton Kirby
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you William Hamilton Kirby? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- UnemploymentJun 2024 to Oct 2024
- Orbit Venture PartnersJun 2023 to Aug 2023
- Safe Harbor MarinaJun 2022 to Aug 2022
- Sono Field HouseJun 2021 to Aug 2021
- Trinity CollegeSep 2020 to May 2024
- Roton Point AssociationJun 2020 to Dec 2022
- Chelsea PiersJan 2020 to Feb 2020
- Nielsens FloristsNov 2019 to Dec 2020
- Roton Point AssociationMay 2019 to Aug 2019
- Nielsens FloristsMar 2019 to Jun 2019
- Nielsens FloristsMar 2018 to Jun 2018
- Rowayton PizzaJun 2017 to Aug 2017
- Darien High SchoolAug 2016 to Jun 2020
- UnemploymentDec 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 8000321
- Firm CRD
- 7691