Keith Corbett has been an investment adviser representative at Bluebird Wealth Management since November 2020, and is not listed among the firm’s executive officers or direct owners. Keith Corbett holds a BS in Business Administration and Finance from the University of New Hampshire and a Financial Planning Certificate Program from Boston University.
Bluebird Wealth Management LLC is a Medfield, MA firm with $154M under management, 112 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Keith Corbett is Partner and Financial Advisor at Bluebird Wealth Management. He heads the firm's financial planning team and builds and maintains personalized financial plans for individuals and families. His prior work experience includes Fidelity Investments and Fisher Investments.
Keith Corbett’s longest registration is the current one, 5 years at Bluebird Wealth Management since 2020. Before joining Bluebird Wealth Management in 2020, Keith Corbett was registered through Fisher Investments and Fidelity Personal and Workplace Advisors.
- – present · 5 yearsAmesbury, MA · Adviser representative · Firm CRD 293420
- Fisher Investments– · under a yearWest Newbury, MA · Adviser representative · Firm CRD 107342
- Fidelity Personal and Workplace Advisors– · 1 yearBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 5 yearsCambridge, MA · Adviser representative · Firm CRD 104555
Professional designations
Listed by Bluebird Wealth Management
- CFP®
- Equity Compensation Associate (ECA)
Investment adviser representative registrations
Keith Corbett is registered as an investment adviser representative in Massachusetts, since November 2020.
- MassachusettsSince 30 November 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 April 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 January 2011 |
| Series 7 | General Securities Representative Examination | 6 January 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Keith Patrick Corbett
- CRD
- 5859875
- Firm
- Bluebird Wealth Management · CRD 293420
- Office
- 12 OAKLAND STREET, SUITE 308, Amesbury, MA 01913
- Registration
- Investment adviser registration
- In the industry since
- May 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bluebirdwealthmanagement.com
Where does Keith Corbett work?
Keith Corbett is an investment adviser representative registered through Bluebird Wealth Management LLC since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Keith Corbett a financial advisor?
Yes. Keith Corbett has a current investment-adviser registration in Massachusetts, through Bluebird Wealth Management since November 2020.
How many years of experience does Keith Corbett have?
Keith Corbett has 15 years in the financial industry, since May 2011, across 4 adviser firms.
What exams has Keith Corbett passed?
Keith Corbett has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in January 2011. FINRA credited Keith Corbett with the SIE, which began in October 2018.
Where did Keith Corbett work before Bluebird Wealth Management?
Before Bluebird Wealth Management, Keith Corbett was registered through Fisher Investments, November 2019 to September 2020; Fidelity Personal and Workplace Advisors, July 2018 to September 2019; Strategic Advisers LLC, May 2013 to July 2018.
Where is Keith Corbett based?
Keith Corbett’s registered office is in Amesbury, MA.
Is Keith Corbett registered with FINRA?
No. Keith Corbett has no current broker registration.
Is Keith Corbett a CFP?
Bluebird Wealth Management lists Keith Corbett with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: KEITH CORBETT, CFP® biography, bluebirdwealthmanagement.com
How can I verify Keith Corbett’s record?
Search CRD 5859875 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Corbett’s full registration record.