MH
Morgan A. Hatfield
DESTINY WEALTH PARTNERS
Tavares, FL 32778
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CRD#: 5557384
MH
Professional summary
Morgan Aileen Hatfield is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Tavares, Florida.
Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Morgan has worked at 4 firms and has passed the Series 65 exam.
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. H&M GLOBAL ENTERPRISE LLC; 57 S. Trowell Ave., Umatilla, FL 32784; facilitate receipt of client payments and preparation of taxes; Chief Financial Officer; 7/2018. Not investment related. 2 hours per month; zero hours per month during trading hours. 2. SECO Energy; 330 South U.S. Highway 301, Sumterville, FL 33585, non-investment related; Trustee; 8-10 hours per month; attend Board meetings; Also holds position Secretary/Treasurer.
CRS (Client Relationship Summary) - RIA
Click below to view Morgan Aileen Hatfield'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
April 6, 2015 - Present
DESTINY WEALTH PARTNERS, LLC
Office #1: 2100 Lake Eustis Dr., Tavares, FL 32778RIA
CRD#: 171346
Tavares, FL
Past
July 10, 2018 - July 1, 2020
CWM, LLC
RIA
CRD#: 155344
Tavares, FL
Past
December 20, 2010 - June 10, 2014
401K GENERATION
RIA
CRD#: 154279
TAVARES, FL
Past
December 2, 2010 - January 7, 2021
RUGGIE WEALTH MANAGEMENT
RIA
CRD#: 145595
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(4/6/2015)
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
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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)
Regulatory assets under management
| Total Number of Accounts | 3,030 |
| AUM (Assets Under Management) | $ 1,125,679,810 |
Red Flags
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