AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AM

Audrey M. Mancuso

DESTINY WEALTH PARTNERS
Tavares, FL 32778
Some features on this profile are disabled
CRD#: 5324890
AM

Professional summary

Audrey Marie Mancuso, CFP®, who also goes by Audrey M Mancuso, Audrey M Ralicki, Audrey Ralicki, is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Tavares, Florida.

Audrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Audrey has worked at 5 firms and has passed the Series 65, SIE and Series 99 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Audrey M Mancuso | Audrey M Ralicki | Audrey Ralicki

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.
RUSO, LLC, Partnership set up with client to invest into various ventures; Partner; started in 2020; investment related; 1 hour per month, 1/2 hour during trading hours. Destiny Direct Investments, LLC (DDI) was formed to receive and distribute revenue generated from the tail (also known as the success fee) received from direct investments placed for the benefit of our clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Audrey Marie Mancuso'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

Experience

Current

June 23, 2017 - Present

DESTINY WEALTH PARTNERS, LLC

Office #1: 2100 Lake Eustis Dr., Tavares, FL 32778
RIA
CRD#: 171346
Tavares, FL
Current

October 27, 2025 - Present

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

November 18, 2019 - July 1, 2020

CWM, LLC

RIA
CRD#: 155344
Tavares, FL
Past

September 6, 2012 - January 7, 2021

RUGGIE WEALTH MANAGEMENT

RIA
CRD#: 145595
TAVARES, FL
Past

April 3, 2012 - October 4, 2016

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
TAVARES, FL

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
(6/23/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/23/2012
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/4/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 4/2/2012
Operations Professional 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)
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)

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#: 171346Tavares, FL 32778

TRUST BUT VERIFY

Monitor Audrey Mancuso

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Daniel Scott Braddock
Daniel BraddockAdvisorCheck Check Mark
ALMEGA WEALTH MANAGEMENT
IAR
Raliegh, NC
AH
Anthony HicksAdvisorCheck Check Mark
TRANSAMERICA FINANCIAL ADVISORS, LLC
IAR
RR
Carson, CA
Joseph Victor Benedetti
Joseph BenedettiAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
St Johns, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics