Keith P. Corbett
BLUEBIRD WEALTH MANAGEMENT LLC
AMESBURY, MA 01913
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CRD#: 5859875
Professional summary
Keith Patrick Corbett, CFP®, who also goes by Keith Corbett, is a registered financial advisor currently at BLUEBIRD WEALTH MANAGEMENT LLC located in Amesbury, Massachusetts.
Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Keith has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Keith Corbett
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.
(1.) NAME OF OBA: HAVERHILL COUNTRY CLUB FINANCE COMMITTEE; ADDRESS OF OBA: HAVERHILL, MA 01830; NATURE: VOLUNTEER COMMITTEE POSITIONS; INVESTMENT RELATED: NO; TITLE WITH OBA: COMMITTEE MEMBER; DUTIES: PART OF THE FINANCE COMMITTEE THAT MEETS ONCE A MONTH FOR AN HOUR TO MANAGE HAVERHILL COUNTRY CLUB'S FINANCES. WE REVIEW CASH FLOW AND INVESTMENTS FOR THE CLUB AND MAKE BUDGET RECOMMENDATIONS TO THE BOARD AND BONDHOLDERS; START DATE: 05/01/2025; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: RENTAL PROPERTY; ADDRESS OF OBA: CHARLESTOWN, MA 02129; NATURE: RENTAL PROPERTY; INVESTMENT RELATED: NO; TITLE WITH OBA: RENTAL PROPERTY OWNER; DUTIES: I OWN A RENTAL PROPERTY WITH MY WIFE. I DO NOT MANAGE THE PROPERTY; START DATE: 09/01/2020; APPROX. NUMBER OF HOURS/MONTH: 0; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
CRS (Client Relationship Summary) - RIA
Click below to view Keith Patrick Corbett'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: 2015
Experience
Current
November 30, 2020 - Present
BLUEBIRD WEALTH MANAGEMENT LLC
Office #1: 12 Oakland Street, Amesbury, MA 01913RIA
CRD#: 293420
AMESBURY, MA
Past
November 27, 2019 - September 28, 2020
FISHER INVESTMENTS
RIA
CRD#: 107342
WEST NEWBURY, MA
Past
July 13, 2018 - September 25, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
May 28, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CAMBRIDGE, MA
Past
January 7, 2011 - September 24, 2019
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
CAMBRIDGE, MA
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".
BW
BLUEBIRD WEALTH MANAGEMENT LLC
BLUEBIRD WEALTH MANAGEMENT LLC | MASSWEALTH MANAGEMENT LLC
CRD#: 293420 / SEC#: 801-132489
RIA
Registered Investment Advisory firm - (4/22/2025 Approved)Massachusetts
Registered Investment Advisory firm - (5/14/2025 Terminated)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.Highlighted states indicate IAR registrations
IAR
Massachusetts(11/30/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BLUEBIRD WEALTH MANAGEMENT LLC
BLUEBIRD WEALTH MANAGEMENT LLC | MASSWEALTH MANAGEMENT LLC
CRD#: 293420 / SEC#: 801-132489
RIA
Registered Investment Advisory firm - (4/22/2025 Approved)Massachusetts
Registered Investment Advisory firm - (5/14/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
266 Main Street Suite 19b, Medfield, MA 02052
Mailing Address
Phone number
(508) 359-4349
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 212 |
| AUM (Assets Under Management) | $ 136,808,669 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/11/2025 | ||
| 08/20/2024 | ||
| 06/14/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLUEBIRD WEALTH MANAGEMENT LLC
CRD#: 293420Amesbury, MA 01913TRUST BUT VERIFY
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