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Eliza F. Kwentus

DESTINY WEALTH PARTNERS
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 6399456
EK

Professional summary

Eliza Fryer Kwentus, who also goes by Cissy Fryer, Eliza Whiteside Fryer, Eliza Fryer Williams, is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Winter Park, Florida and DESTINY FAMILY OFFICE located in Winter Park, Florida.

Eliza is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Eliza has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cissy Fryer | Eliza Whiteside Fryer | Eliza Fryer Williams

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 Eliza Fryer Kwentus'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

March 20, 2026 - Present

DESTINY WEALTH PARTNERS, LLC

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

April 3, 2026 - Present

DESTINY FAMILY OFFICE

Office #1: 620 N. Denning Dr., Winter Park, FL 32789
RIA
CRD#: 338015
Winter Park, FL
Past

November 16, 2022 - March 2, 2026

MORGAN STANLEY

RIA
CRD#: 149777
Winter Park, FL
Past

November 16, 2022 - March 2, 2026

MORGAN STANLEY

BD
CRD#: 149777
Winter Park, FL
Past

April 28, 2015 - October 21, 2022

EDWARD JONES

RIA
CRD#: 250
ST LOUIS, MO
Past

February 23, 2015 - October 21, 2022

EDWARD JONES

BD
CRD#: 250
ST LOUIS, MO

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
(3/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/27/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/23/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/25/2015
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/5/2015
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/7/2015
General Securities Principal 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)

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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