Unclaimed Profile

Audrey M Ralicki

DESTINY WEALTH PARTNERS, LLC·TAVARES, Florida

SIE, Series 65, Series 99CFPClean record13 years registeredDESTINY WEALTH PARTNERS, LLC

2100 LAKE EUSTIS DR., TAVARES, FL 32778CRD# 5324890Firm CRD# 171346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Audrey M Ralicki · TAVARES, FL

Registration

CRD #5324890 · DESTINY WEALTH PARTNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

DESTINY FAMILY OFFICE

Oct 2025 – present

DESTINY WEALTH PARTNERS, LLC

Jun 2017 – present

CWM, LLC

Nov 2019 – Jul 2020

Tavares, FL

RUGGIE WEALTH MANAGEMENT

Sep 2012 – Jan 2021

TAVARES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 65

Series 99

Registration record

First registered · September 6, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DESTINY WEALTH PARTNERS, LLC

CRD 171346 · SEC 801-79789

AUM

$997M

Regulatory assets under management

Employees

3,086 client accounts

Services offered by DESTINY WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DESTINY WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Audrey M Ralicki offer?

Audrey M Ralicki specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TAVARES, Florida for a consultation.

What are Audrey M Ralicki's credentials?

Audrey M Ralicki holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Audrey M Ralicki located?

Audrey M Ralicki is based in TAVARES, Florida, working with DESTINY WEALTH PARTNERS, LLC. Their office serves clients in the TAVARES metropolitan area and surrounding communities.

How does Audrey M Ralicki charge for services?

Audrey M Ralicki's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DESTINY WEALTH PARTNERS, LLC?

DESTINY WEALTH PARTNERS, LLC has approximately 21 employees and manages $997M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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