Audrey Mancuso has been Managing Partner of Destiny Wealth Partners since January 2023, is a control person of the firm and directly owns under 5% of it. Audrey Mancuso holds a Bachelor's degree in Finance with a concentration in Financial Planning from the University of North Florida.
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.
Audrey Mancuso is Managing Partner of Destiny Wealth Partners. She began her career in the industry in 2006 and joined Ruggie Wealth Management in 2011 as an Advisor Assistant. She later worked directly with clients as their primary investment advisor, and was promoted to Managing Partner in 2018. She works primarily in the Destiny Family Office division.
Audrey Mancuso’s longest registration is the current one, 9 years at Destiny Wealth Partners since 2017. Before joining Destiny Wealth Partners in 2017, Audrey Mancuso was registered through Ruggie Wealth Management.
- Destiny Family OfficeAlso current– present · under a yearTavares, FL · Adviser representative · Firm CRD 338015
- CWM, LLC– · under a yearTavares, FL · Adviser representative · Firm CRD 155344
- Destiny Wealth Partners, LLCCurrent– present · 9 yearsTavares, FL · Adviser representative · Firm CRD 171346
- Ruggie Wealth Management– · 8 yearsTavares, FL · Adviser representative · Firm CRD 145595
Investment adviser representative registrations
Audrey Mancuso is registered as an investment adviser representative in Florida, since June 2017.
- FloridaSince 23 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 23 July 2012 |
| Series 99 | Operations Professional Examination | 2 April 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Operations Professional Examination
- Full name
- Audrey Marie Mancuso
- CRD
- 5324890
- Firm
- Destiny Wealth Partners · CRD 171346
- Role
- Managing Partner
- Office
- 2100 LAKE EUSTIS DR., Tavares, FL 32778
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- destinywealth.com
Where does Audrey Mancuso work?
Audrey Mancuso has been Managing Partner of Destiny Wealth Partners, LLC since January 2023, and is a control person of the firm.
Is Audrey Mancuso a financial advisor?
Yes. Audrey Mancuso has a current investment-adviser registration in Florida, through Destiny Wealth Partners since June 2017.
How many years of experience does Audrey Mancuso have?
Audrey Mancuso has 14 years in the financial industry, since September 2012, across 4 adviser firms.
What exams has Audrey Mancuso passed?
Audrey Mancuso has passed 2 licensing exams: the Series 99 and Series 65. The earliest, the Series 99, was passed in April 2012. FINRA credited Audrey Mancuso with the SIE, which began in October 2018.
Where is Audrey Mancuso based?
Audrey Mancuso’s registered office is in Tavares, FL.
Is Audrey Mancuso registered with FINRA?
No. Audrey Mancuso has no current broker registration.
How can I verify Audrey Mancuso’s record?
Search CRD 5324890 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Audrey Mancuso’s full registration record.
