William S. Newton

DESTINY WEALTH PARTNERS

Jacksonville, FL 32224

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CRD#: 2062531

Professional summary

William Sterling Newton, who also goes by Bill Newton, is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Jacksonville, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. William has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 2, Series 6, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Newton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)BILL NEWTON, SOLE PROP. INDEPENDENT INSURANCE AGENT, INVESTMENT-RELATED, APPROX 10 HOURS A WEEK, ASSIST BUSINESS OWNERS AND AFFLUENT FAMILIES OBTAIN LIFE AND ANNUITY INSURANCE. 2)CONDUCT SEMINAR "WHY IT COULD BE A MISTAKE TO PAY OFF YOUR MORTGAGE" TALKS ABOUT THE EVOLUTION OF TAXES AND MORTGAGES AND THEN WE DISCUSS USING EQUITY INDEX UNIVERSAL LIFE INSURANCE AS THE VEHICLE WERE WE PUT THE MONEY (3)STERLING NEWTON, SOLE PROP. MARKETING, FEES. COLLEGE PLANNING: SHOWING PARENTS HOW TO REDUCE THE COST OF COLLEGE THROUGH TAX STRATEGIES AND THEN HOW TO PAY FOR IT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Sterling Newton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 6, 2025 - Present

DESTINY WEALTH PARTNERS, LLC

Office #1: 13400 Sutton Park Drive South Unit 1501, Jacksonville, FL 32224

RIA

CRD#: 171346

Jacksonville, FL

Current

November 12, 2025 - Present

Office #1: 13400 Sutton Park Drive South Unit 1501, Jacksonville, FL 32224

Jacksonville, FL

Past

July 6, 2006 - March 7, 2025

STERLING NEWTON, INC.

RIA

CRD#: 139772

JACKSONVILLE, FL

Past

May 17, 2005 - June 12, 2006

KOVACK SECURITIES INC.

RIA

CRD#: 44848

PONTE VEDRA BEACH, FL

Past

May 11, 2005 - June 12, 2006

KOVACK SECURITIES INC.

CRD#: 44848

PONTE VEDRA BEACH, FL

Past

March 31, 1997 - May 12, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

PONTE VEDRA BEACH, FL

Past

March 31, 1997 - May 12, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

September 4, 1996 - April 1, 1997

CAPITAL RESEARCH CORPORATION

CRD#: 6314

JACKSONVILLE, FL

Past

June 1, 1994 - August 20, 1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

June 1, 1994 - August 20, 1996

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

December 20, 1991 - April 26, 1994

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

September 13, 1990 - November 11, 1991

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DESTINY WEALTH PARTNERS, LLC

CRD#: 171346 / SEC#: 801-79789

RIA

Registered Investment Advisory firm - (5/28/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/16/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/31/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/16/1996

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 11/16/1995

Non-Member General Securities Examination

General Industry/Product Exam

Series 6

Date: 8/27/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 8/4/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/6/1997

General Securities Principal Examination

Current Firm

DESTINY WEALTH PARTNERS, LLC

CRD#: 171346 / SEC#: 801-79789

RIA

Registered Investment Advisory firm - (5/28/2014 Approved)

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Contact information

Main Address

2100 Lake Eustis Dr., Tavares, FL 32778

Mailing Address

Phone number

(352) 343-2700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESTINY WEALTH PARTNERS WRAP BROCHURE (8/28/2025)

DESTINY WEALTH PARTNER PART 2A BROCHURE (8/28/2025)

Regulatory assets under management

Total Number of Accounts	3,030
AUM (Assets Under Management)	$ 1,125,679,810

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

William S. Newton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Sterling Newton's CRS (Customer Relationship Summary).

Certified licenses

Experience

STERLING NEWTON, INC.

KOVACK SECURITIES INC.

KOVACK SECURITIES INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

CAPITAL RESEARCH CORPORATION

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

DESTINY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/16/1997

Series 63

Date: 10/31/1996

Series 7

Date: 9/16/1996

Series 2

Date: 11/16/1995

Series 6

Date: 8/27/1990

Series 51

Date: 8/4/2003

Series 24

Date: 5/6/1997

Current Firm

DESTINY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESTINY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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