DESTINY WEALTH PARTNERS, LLC of TAVARES, FL is an SEC-registered investment adviser (CRD 171346). Regulatory assets under management: $947.3M.
Compensation: % of AUM, Hourly, Fixed, Performance, Other.
Clients served: Individuals, High net worth, Pensions, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Thomas Huey Ruggie | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; TRUSTEE OF THE THOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED | — |
| Audrey Marie Mancuso | MANAGING PARTNER | — |
| Robert Liddell Clark | TRUSTEE OF THE ROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED | — |
| Audrey M Ralicki | MANAGING PARTNER | — |
| RUGGIE THOMAS HUEY | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MCQUEEN KATHLEEN ANNE | CHIEF COMPLIANCE OFFICER | — |
| CLARK ROBERT LIDDELL | TRUSTEE OF THE ROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED | — |
| VAN ORE ANTHONY FRANKLIN | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| GOOD KIMBERLY CARIS | PARTNER | — |
| RALICKI AUDREY M | MANAGING PARTNER | — |