Alan Belanger has been an investment adviser representative at Destiny Wealth Partners since October 2025, and is not listed among the firm’s executive officers or direct owners.
Destiny Wealth Partners, LLC is a Tavares, FL firm with $947M under management, 939 clients and 11 advisers across 5 offices, as of its June 2026 filing.
Alan Belanger’s longest registration was 1 year at LPL Financial LLC (2024–2025). Before joining Destiny Wealth Partners in 2025, Alan Belanger was registered through LPL Financial LLC and Milestone Asset Management, LLC.
- Destiny Wealth Partners, LLCCurrent– present · under a yearTavares, FL · Adviser representative · Firm CRD 171346
- LPL Financial LLC– · 1 yearRockville, MD · Adviser representative · Firm CRD 6413
- Milestone Asset Management, LLC– · under a yearGermantown, MD · Adviser representative · Firm CRD 310441
Investment adviser representative registrations
Alan Belanger is registered as an investment adviser representative in Florida, since October 2025.
- FloridaSince 29 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 28 January 2025 |
| Series 7TO | General Securities Representative Examination | 8 January 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 October 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 18 June 2021 |
| SIE | Securities Industry Essentials Examination | 24 May 2021 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Alan Moore Belanger
- CRD
- 6165955
- Firm
- Destiny Wealth Partners · CRD 171346
- Office
- 2100 LAKE EUSTIS DR., Tavares, FL 32778
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Alan Belanger work?
Alan Belanger is an investment adviser representative registered through Destiny Wealth Partners, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Alan Belanger a financial advisor?
Yes. Alan Belanger has a current investment-adviser registration in Florida, through Destiny Wealth Partners since October 2025.
How many years of experience does Alan Belanger have?
Alan Belanger has 4 years in the financial industry, since May 2022, across 3 adviser firms.
What exams has Alan Belanger passed?
Alan Belanger has passed 5 licensing exams: the SIE, Series 6TO, Series 65, Series 7TO and Series 63. The earliest, the SIE, was passed in May 2021.
Where did Alan Belanger work before Destiny Wealth Partners?
Before Destiny Wealth Partners, Alan Belanger was registered through LPL Financial LLC, April 2024 to August 2025; Milestone Asset Management, LLC, October 2023 to November 2023.
Where is Alan Belanger based?
Alan Belanger’s registered office is in Tavares, FL.
Is Alan Belanger registered with FINRA?
No. Alan Belanger has no current broker registration.
How can I verify Alan Belanger’s record?
Search CRD 6165955 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alan Belanger’s full registration record.
