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RH

Ronald J. Hopper

DESTINY WEALTH PARTNERS
Tavares, FL 32778
Some features on this profile are disabled
CRD#: 7727805
RH

Professional summary


Ronald Joseph Hopper, who also goes by Ronnie Hopper, is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Tavares, Florida.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ronald has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ronnie Hopper

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 Ronald Joseph Hopper'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

September 16, 2024 - Present

DESTINY WEALTH PARTNERS, LLC

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

October 28, 2025 - Present

Office #1: 2100 Lake Eustis Dr, Tavares, FL 32778
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
(9/16/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/4/2024
Uniform Investment Adviser Law 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)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DESTINY WEALTH PARTNERS WRAP 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

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