CN
Christopher G. Nichols
DESTINY WEALTH PARTNERS
Boca Raton, FL 33431
Some features on this profile are disabled
CRD#: 3192244
CN
Professional summary
Christopher George Nichols is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Boca Raton, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Christopher has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.NAME OF OTHER BUSINESS: DESTINY WEALTH PARTNERS, DESTINY FAMILY OFFICE. INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATIONNATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 1/2023, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2018; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE. 3. NAME OF OTHER BUSINESS: MERIDIAN FINANCIAL & CO, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BUSINESS ENTITY START DATE: 07/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER OF BUSINESS ENTITY FOR TAX PURPOSES ONLY 4. NAME OF OTHER BUSINESS: NICHOLS WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OWNER / FINANCIAL ADVISOR 5. NAME OF OTHER BUSINESS: WEALTH PARTNERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE START DATE: 11/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: OWNER - RESPONSIBLE FOR MARKETING AND SALE OF NON-VARIABLE INSURANCE. 6. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LIFE SETTLEMENT START DATE: 07/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC. 7. NAME OF OTHER BUSINESS: CHELLA GROUP, LP AND KONMAX, LLC ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: LIMITED PARTNERSHIPS START DATE: 04/2012 POSITION/TITLE/RELATIONSHIP: OWNER LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: INVEST IN LIQUID INVESTMENTS IN BROKERAGE ACCOUNT
CRS (Client Relationship Summary) - RIA
Click below to view Christopher George Nichols's 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®
NoneExperience
Current
January 17, 2023 - Present
DESTINY WEALTH PARTNERS, LLC
Office #1: 1801 N. Military Trail Suite 120, Boca Raton, FL 33431RIA
CRD#: 171346
Boca Raton, FL
Current
November 6, 2025 - Present
Office #1: 1801 N. Military Trail Suite 120, Boca Raton, FL 33431
BOCA RATON, FL
Past
January 17, 2017 - May 8, 2019
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
DEERFIELD BEACH, FL
Past
June 11, 2014 - January 6, 2023
CWM, LLC
RIA
CRD#: 155344
Boca Raton, FL
Past
June 2, 2014 - January 19, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
DEERFIELD BEACH, FL
Past
March 18, 2008 - June 3, 2014
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
DEERFIELD BEACH, FL
Past
March 17, 2008 - June 3, 2014
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
DEERFIELD BEACH, FL
Past
September 19, 2006 - March 31, 2008
OSAIC FS, INC.
RIA
CRD#: 3870
BOCA RATON, FL
Past
December 4, 2002 - March 31, 2008
OSAIC FS, INC.
BD
CRD#: 3870
BOCA RATON, FL
Past
November 29, 2001 - December 5, 2002
PRIME CAPITAL SERVICES, INC.
BD
CRD#: 18334
POUGHKEEPSIE, NY
Past
August 28, 2001 - November 13, 2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
August 28, 2001 - November 13, 2001
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
November 10, 1999 - December 4, 2001
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
August 20, 1999 - September 12, 2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
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".
DW
DESTINY WEALTH PARTNERS, LLC
DESTINY 401(K) | SMART ASSETS OPTIMIZER | SMART ASSET OPTIMIZER | RWM ASSET MANAGEMENT, LLC | RUGGIE WEALTH MANAGEMENT | NICHOLS WEALTH PARTNERS | KCG INVESTMENT ADVISORY SERVICES | EDGE SOLUTIONS | EDGE 401K SOLUTIONS | EDGE 401K FUNDS | DESTINY WEALTH PARTNERS, LLC | DESTINY WEALTH PARTNERS | DESTINY WEALTH MANAGEMENT | DESTINY FAMILY OFFICE | DESTINY 401K
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(1/17/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DW
DESTINY WEALTH PARTNERS, LLC
DESTINY 401(K) | SMART ASSETS OPTIMIZER | SMART ASSET OPTIMIZER | RWM ASSET MANAGEMENT, LLC | RUGGIE WEALTH MANAGEMENT | NICHOLS WEALTH PARTNERS | KCG INVESTMENT ADVISORY SERVICES | EDGE SOLUTIONS | EDGE 401K SOLUTIONS | EDGE 401K FUNDS | DESTINY WEALTH PARTNERS, LLC | DESTINY WEALTH PARTNERS | DESTINY WEALTH MANAGEMENT | DESTINY FAMILY OFFICE | DESTINY 401K
CRD#: 171346 / SEC#: 801-79789
RIA
Registered Investment Advisory firm - (5/28/2014 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
26
SEC notice filing (21 States and Territories)
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.
Company Information
DESTINY WEALTH PARTNERS, LLC
CRD#: 171346Boca Raton, FL 33431TRUST BUT VERIFY
Monitor Christopher Nichols
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
