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RC

Robert Clark

DESTINY WEALTH PARTNERS
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 4191125
RC

Professional summary

Robert Clark, CFP®, who also goes by Robert Liddell Clark Jr, is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Winter Park, Florida and DESTINY FAMILY OFFICE located in Tavares, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert Liddell Clark Jr

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Clark'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®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

August 9, 2017 - Present

DESTINY WEALTH PARTNERS, LLC

Office #1: 620 N. Denning Dr., Winter Park, FL 32789
RIA
CRD#: 171346
Winter Park, FL
Current

October 28, 2025 - Present

DESTINY FAMILY OFFICE

Office #1: 2100 Lake Eustis Dr, Tavares, FL 32778
RIA
CRD#: 338015
TAVARES, FL
Past

July 2, 2018 - July 1, 2020

CWM, LLC

RIA
CRD#: 155344
Winter Park, FL
Past

August 9, 2017 - January 7, 2021

RUGGIE WEALTH MANAGEMENT

RIA
CRD#: 145595
TAVARES, FL
Past

October 16, 2009 - May 1, 2017

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
ORLANDO, FL
Past

June 17, 2004 - April 28, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
ORLANDO, FL
Past

June 4, 2004 - June 6, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
ORLANDO, FL
Past

June 15, 2000 - June 9, 2004

WS GRIFFITH SECURITIES, INC.

RIA
CRD#: 10410
ORLANDO, FL
Past

June 14, 2000 - June 9, 2004

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT

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
(8/9/2017)
IAR
Texas
(6/12/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 3/17/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/6/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/7/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/13/2000
Investment Company Products/Variable Contracts Representative Examination

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)
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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
26

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,030
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#: 171346Winter Park, FL 32789

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