Corbin Matthew Donaldson
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$67.8BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- CIBC Private Wealth Advisors, Inc.Jul 2026 to now
- Greenleaf TrustOct 2018 to Jul 2026
- Cetera Investment AdvisersFeb 2018 to Oct 2018
- Cetera Investment Services LLCApr 2017 to Oct 2018
- Chemical BankFeb 2012 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
CIBC Private Wealth Advisors, Inc.
$67.8BAssets managed
9,236Clients
174Advisers
25 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
- 5803269
- Firm CRD
- 109644