Donnie Robinson has been Chief Operating Officer of Adapt Wealth Advisors since January 2025, is a control person of the firm and directly owns between 5% and 10% of it.
Adapt Wealth Advisors, LLC is an Atlanta, GA firm with $469M under management, 463 clients and 10 advisers across 3 offices, as of its September 2026 filing.
Donnie Robinson’s longest registration was 8 years at Ameriprise Financial Services, LLC (2016–2024). Before joining Adapt Wealth Advisors in 2024, Donnie Robinson was registered through Ameriprise Financial Services, LLC and Commonwealth Financial Network.
- Adapt Wealth Advisors, LLCCurrent– present · 2 yearsAtlanta, GA · Adviser representative · Firm CRD 329448
- Ameriprise Financial Services, LLC– · 8 yearsAtlanta, GA · Adviser representative · Firm CRD 6363
- Commonwealth Financial Network– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 8032
- Atlanta Financial Associates, Inc.– · 2 yearsAtlanta, GA · Adviser representative · Firm CRD 126703
- FSC Securities Corporation– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 7461
- Ameriprise Financial Services, Inc.– · under a yearAtlanta, GA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Donnie Robinson is registered as an investment adviser representative in Georgia, since February 2024.
- GeorgiaSince 15 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 September 2005 |
| Series 7 | General Securities Representative Examination | 23 August 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Donnie Wayne Robinson
- CRD
- 4970465
- Firm
- Adapt Wealth Advisors · CRD 329448
- Role
- Chief Operating Officer
- Office
- 6285 BARFIELD RD., SUITE 250, Atlanta, GA 30328
- Registration
- Investment adviser registration
- In the industry since
- September 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Donnie Robinson work?
Donnie Robinson has been Chief Operating Officer of Adapt Wealth Advisors, LLC since January 2025, and is a control person of the firm.
Is Donnie Robinson a financial advisor?
Yes. Donnie Robinson has a current investment-adviser registration in Georgia, through Adapt Wealth Advisors since February 2024.
How many years of experience does Donnie Robinson have?
Donnie Robinson has 21 years in the financial industry, since September 2005, across 5 adviser firms.
What exams has Donnie Robinson passed?
Donnie Robinson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2005. FINRA credited Donnie Robinson with the SIE, which began in October 2018.
Where did Donnie Robinson work before Adapt Wealth Advisors?
Before Adapt Wealth Advisors, Donnie Robinson was registered through Commonwealth Financial Network, April 2014 to February 2016; Atlanta Financial Associates, Inc., October 2013 to February 2016; FSC Securities Corporation, March 2008 to August 2009; Ameriprise Financial Services, Inc., September 2005 to August 2006.
Where is Donnie Robinson based?
Donnie Robinson’s registered office is in Atlanta, GA.
Is Donnie Robinson registered with FINRA?
No. Donnie Robinson has no current broker registration.
How can I verify Donnie Robinson’s record?
Search CRD 4970465 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donnie Robinson’s full registration record.
Jake BryantMember, Manager and Chief Executive Officer- Roseann HigginsChief Compliance Officer