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Audrey M Ralicki

DESTINY WEALTH PARTNERS, LLC·TAVARES, Florida
CFPSeries 99Series 65SIE
Unclaimed Profile
2100 LAKE EUSTIS DR., TAVARES, FL 32778CRD# 5324890Firm CRD# 171346
01

About

Audrey M Ralicki is a registered financial advisor based in TAVARES, Florida, affiliated with DESTINY WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
DESTINY WEALTH PARTNERS, LLC
DESTINY WEALTH PARTNERS, LLC
AUM
$997M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at DESTINY WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: FLAT FEE
Regulatory
SEC/IARD CRD# 5324890
Firm CRD# 171346
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in TAVARES
Robert Liddell Clark — DESTINY WEALTH PARTNERS, LLCThomas Huey Ruggie — DESTINY WEALTH PARTNERS, LLCLouis Mitchell Shinaman — RUGGIE CAPITAL GROUP, INC.Ellen Buchanan Wilcox — RUGGIE CAPITAL GROUP, INC.Michael Case Smith — RUGGIE CAPITAL GROUP, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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