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Robert Clark

Investment Adviser Representative at DESTINY FAMILY OFFICE

Tavares, FLCRD #4191125Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Clark has worked in the securities industry since 2000. They are registered to provide investment advisory services in Florida and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/17/2004
SIE
Securities Industry Essentials Examination
Passed 6/6/2017
Series 7
General Securities Representative Examination
Passed 11/7/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/13/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $10,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Destiny Family Office Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DESTINY FAMILY OFFICECurrent
10/28/2025Tavares, FL
DESTINY WEALTH PARTNERS, LLCCurrent
8/9/2017Winter Park, FL
RUGGIE WEALTH MANAGEMENT
8/9/20171/7/2021Tavares, FL
CWM, LLC
7/2/20187/1/2020Winter Park, FL
INDEPENDENT FINANCIAL PARTNERS
10/16/20095/1/2017Orlando, FL
LPL FINANCIAL LLC
6/17/20044/28/2011Orlando, FL
WS GRIFFITH SECURITIES, INC.
6/15/20006/9/2004Orlando, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at DESTINY FAMILY OFFICE

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View DESTINY FAMILY OFFICE firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Clark has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Robert Clark - Financial Advisor in Tavares, FL | AdvisorFinder