Alan M. Belanger

DESTINY WEALTH PARTNERS

Tavares, FL 32778

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CRD#: 6165955

Professional summary

Alan Moore Belanger is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Tavares, Florida.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alan has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, Series 6TO and SIE 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) 04/05/2024 - Vintage Financial Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 166 Hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Moore Belanger'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

October 29, 2025 - Present

DESTINY WEALTH PARTNERS, LLC

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

RIA

CRD#: 171346

Tavares, FL

Past

April 17, 2024 - August 15, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

ROCKVILLE, MD

Past

April 16, 2024 - August 15, 2025

LPL FINANCIAL LLC

CRD#: 6413

ROCKVILLE, MD

Past

October 17, 2023 - November 28, 2023

MILESTONE ASSET MANAGEMENT, LLC

RIA

CRD#: 310441

Germantown, MD

Past

June 18, 2021 - June 6, 2023

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

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
(10/29/2025)

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

Series 63

Date: 1/28/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/6/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/8/2025

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 6/18/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 5/24/2021

Securities Industry Essentials 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

Alan M. Belanger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Moore Belanger's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MILESTONE ASSET MANAGEMENT, LLC

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

DESTINY WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/28/2025

Series 65

Date: 10/6/2023

Series 7TO

Date: 1/8/2025

Series 6TO

Date: 6/18/2021

SIE

Date: 5/24/2021

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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