Corbett A. Mckinney

FACET

Murrells Inlet, SC

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CRD#: 7250012

Professional summary

Corbett Atwell Mckinney is a registered financial advisor currently at FACET located in Murrells Inlet, South Carolina.

Corbett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Corbett has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corbett Atwell Mckinney's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 12, 2026 - Present

FACET

RIA

CRD#: 285961

Murrells Inlet, SC

Past

January 24, 2025 - June 9, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

Murrells Inlet, SC

Past

January 24, 2025 - June 9, 2026

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

October 8, 2024 - January 24, 2025

OSAIC FA, INC.

RIA

CRD#: 3978

CHICAGO, IL

Past

August 29, 2024 - January 24, 2025

OSAIC FA, INC.

CRD#: 3978

CHICAGO, IL

Past

December 8, 2020 - March 1, 2023

WILDES FINANCIAL STRATEGIES, INC

RIA

CRD#: 289496

GEORGETOWN, SC

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".

FACET

CRD#: 285961 / SEC#: 801-108767

RIA

Registered Investment Advisory firm - (12/15/2016 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.

Highlighted states indicate IAR registrations

IAR

South Carolina
(6/12/2026)

IAR

Texas
(6/12/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/19/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/7/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/28/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/9/2023

Securities Industry Essentials Examination

Current Firm

FACET

CRD#: 285961 / SEC#: 801-108767

RIA

Registered Investment Advisory firm - (12/15/2016 Approved)

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Contact information

Main Address

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411

Mailing Address

Phone number

(443) 376-6222

Established

Firm type

Fiscal year end

# of Employees

168

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/4/2026)

Regulatory assets under management

Total Number of Accounts	39,720
AUM (Assets Under Management)	$ 6,037,907,630

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/29/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Corbett A. Mckinney

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corbett Atwell Mckinney's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC FA, INC.

OSAIC FA, INC.

WILDES FINANCIAL STRATEGIES, INC

Primary Firm SEC Registration

FACET

State Registrations and Notice Filings

Exams

Series 63

Date: 9/19/2024

Series 65

Date: 12/7/2020

Series 7TO

Date: 8/28/2024

SIE

Date: 9/9/2023

Current Firm

FACET

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FACET

TRUST BUT VERIFY

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