Corbin Blackwell Donahue
Investment adviser representative at Betterment
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$69.5BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- BettermentOct 2018 to now
- United Income IncJun 2017 to Sep 2018
- Farr Miller & Washington, LLCOct 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Betterment
Legal name: Betterment LLC
$69.5BAssets managed
1,022,488Clients
28Advisers
17 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
- 6263725
- Firm CRD
- 149117