William P. Milby
KESTRA PRIVATE WEALTH SERVICES
Arlington , VA 22203
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CRD#: 1449167
Professional summary
William Patrick Milby, CFP®, who also goes by Bill Milby, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Arlington , Virginia and KESTRA INVESTMENT SERVICES, LLC located in Arlington , Virginia.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. William has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Employee and Employer Plan Ben...
Small Business Planning
Socially Responsible Investing
Retirement Planning
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
Bill Milby
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Name: REDOOS INC. POSITION: Founder, Owner NATURE: private ride share software INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2018 ADDRESS: 825 N Danville Street, Arlington VA 22201, United States DESCRIPTION: none currently. worked weekends and evenings for a few years getting it set up since my previous employer said I could to it since non financial industry. they said can do anything but crowd funding so when I went to raise money a few years ago they said that I could not , so I shared the email from Merrill attys and they said she is not longer with the firm. So they lied and I wasted a few hundred grand and a few years of time. Business Name: CAMPUS PRIVATE WEALTH POSITION: Founder, CEO, CIO NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/13/2024 ADDRESS: 4075 Wilson Blvd Suite 420, Arlington VA 22203, United States DESCRIPTION: portfolio manager, CFP professional, owner, investment strategist
CRS (Client Relationship Summary) - RIA
Click below to view William Patrick Milby's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
December 12, 2024 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 4075 Wilson Blvd, Arlington , VA 22203RIA
CRD#: 155193
Arlington , VA
Current
December 12, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 4075 Wilson Blvd Suite 420, Arlington , VA 22203BD
CRD#: 42046
Arlington , VA
Past
April 30, 1999 - December 13, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WASHINGTON, DC
Past
October 30, 1998 - December 13, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WASHINGTON, DC
Past
July 1, 1994 - November 5, 1998
DMG SECURITIES, INC.
BD
CRD#: 15480
GREAT FALLS, VA
Past
May 16, 1988 - July 14, 1994
F.N. WOLF & CO., INC.
BD
CRD#: 13051
Past
February 2, 1987 - May 18, 1988
SHERWOOD CAPITAL, INC.
BD
CRD#: 10474
Past
December 23, 1985 - February 2, 1987
FIRST JERSEY SECURITIES, INC.
BD
CRD#: 6621
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(12/12/2024)
RR
Colorado(12/12/2024)
RR
Delaware(7/28/2025)
RR
District of Columbia(12/12/2024)
RR
Florida(12/12/2024)
RR
Georgia(12/12/2024)
RR
Illinois(12/12/2024)
RR
Indiana(12/12/2024)
RR
Maryland(12/12/2024)
RR
Massachusetts(12/12/2024)
RR
Mississippi(12/16/2024)
RR
New Hampshire(12/12/2024)
RR
New Jersey(12/12/2024)
RR
New Mexico(12/12/2024)
RR
New York(12/12/2024)
RR
North Carolina(12/12/2024)
RR
Ohio(12/12/2024)
RR
Pennsylvania(12/12/2024)
RR
Puerto Rico(12/12/2024)
RR
South Carolina(12/12/2024)
RR
Tennessee(12/12/2024)
RR
Texas(12/12/2024)
IAR
Texas(12/12/2024)
RR
Virginia(12/12/2024)
IAR
Virginia(12/12/2024)
RR
West Virginia(12/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA PRIVATE WEALTH SERVICES, LLC
CRD#: 155193 Arlington , VA 22203TRUST BUT VERIFY
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Contact information
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