Unclaimed Profile

Thomas Huey Ruggie

DESTINY WEALTH PARTNERS, LLC·TAVARES, Florida

SIE, Series 6, Series 7, Series 24, Series 63CFP ChFCClean record31 years registeredDESTINY WEALTH PARTNERS, LLC

2100 LAKE EUSTIS DR., TAVARES, FL 32778CRD# 2193305Firm CRD# 171346

Profile Verification

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

Identity

Thomas Huey Ruggie · TAVARES, FL

Registration

CRD #2193305 · DESTINY WEALTH PARTNERS, LLC · 31 years registered

Brand Profile

Not yet started

Career History

DESTINY FAMILY OFFICE

Sep 2025 – present

DESTINY WEALTH PARTNERS, LLC

Aug 2014 – present

CWM, LLC

Jul 2018 – Jul 2020

Tavares, FL

ASSET ADVISORS OF AMERICA, LLC

Dec 2013 – Nov 2020

LONGWOOD, FL

401K GENERATION

Nov 2010 – Jun 2014

TAVARES, FL

RUGGIE WEALTH MANAGEMENT

Jul 2008 – Jan 2021

TAVARES, FL

LPL FINANCIAL CORPORATION

May 2004 – Jun 2009

TAVARES, FL

WS GRIFFITH SECURITIES, INC.

Aug 1995 – May 2004

TAVARES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · August 11, 1995

Years registered · 31

Professional designations · CFP, ChFC

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 Thomas Huey Ruggie offer?

Thomas Huey Ruggie specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TAVARES, Florida for a consultation.

What are Thomas Huey Ruggie's credentials?

Thomas Huey Ruggie holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas Huey Ruggie located?

Thomas Huey Ruggie 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 Thomas Huey Ruggie charge for services?

Thomas Huey Ruggie'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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