Thomas
Ruggie
Destiny Wealth Partners, LLC
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About this Advisor
Thomas Ruggie is a certified financial planner and chartered financial consultant working in Tavares, Florida who has 9 years of industry experience. Ruggie is an employee of Destiny Wealth Partners, LLC. Throughout their career, Ruggie has worked at Destiny Wealth Partners, Cwm, LLC, Pevensey Financial, Purshe Kaplan Sterling, 401K Generation, Asset Advisors Of America, LLC and Ruggie Capital Group, Inc (Dba Ruggie Wealth Management). Ruggie holds a Series 63 license, designating them as a securities broker, and is registered to operate in Florida and Texas. Destiny Wealth Partners, LLC is an advisory business operating out of Tavares, FL. It has offices in four locations and a total of 21 financial advisors. It has $806 million in assets between its 2,805 accounts, placing it among the larger firms in the United States by assets under management. Of its 2,805 client accounts, 18% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which services are provided. Fees billed by Destiny Wealth Partners, LLC likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Destiny Wealth Partners, LLC Brokerage Details
$805,805,266
21
2,805
$287,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Thomas Ruggie Work History
Thomas has been registered as a financial advisor for 9 years.*
Destiny Wealth Partners
Cwm, LLC
Asset Advisors Of America, LLC
Purshe Kaplan Sterling
401K Generation
Pevensey Financial
Ruggie Capital Group, Inc (Dba Ruggie Wealth Management)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Ruggie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Destiny Wealth Partners, LLC
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
Tavares, FL
The Villages, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
