Carol Mulcahy has been an investment adviser representative at Destiny Wealth Partners since May 2020, 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.
Carol Mulcahy is Senior Wealth Advisor and Partner of Destiny Wealth Partners. Her career in the investment industry began in 1984 in Boston, and she has worked on both the retail and institutional sides of the financial industry. She combines long-term planning with attention to unique situations and family dynamics in serving clients.
Carol Mulcahy’s longest registration is the current one, 6 years at Destiny Wealth Partners since 2020. Before joining Destiny Wealth Partners in 2020, Carol Mulcahy was registered through Ruggie Wealth Management and CWM, LLC.
- Destiny Wealth Partners, LLCCurrent– present · 6 yearsTavares, FL · Adviser representative · Firm CRD 171346
- Ruggie Wealth Management– · 1 yearTavares, FL · Adviser representative · Firm CRD 145595
- CWM, LLC– · 1 yearTavares, FL · Adviser representative · Firm CRD 155344
- The Investment Counsel Company– · 3 yearsLas Vegas, NV · Adviser representative · Firm CRD 19608
- Barclays Capital Inc.– · 2 yearsPalm Beach, FL · Adviser representative · Firm CRD 19714
- Chase Investment Services Corp.– · under a yearWest Palm Beach, FL · Adviser representative · Firm CRD 25574
- Cumberland Advisors– · 2 yearsSarasota, FL · Adviser representative · Firm CRD 107964
- Independent Portfolio Consultants, Inc.– · 1 yearBoca Raton, FL · Adviser representative · Firm CRD 120420
- Advest, Inc.– · 1 yearBoca Raton, FL · Adviser representative · Firm CRD 10
Professional designations
Listed by Destiny Wealth Partners
- Chartered Retirement Plan Specialist (CRPS®)
Investment adviser representative registrations
Carol Mulcahy is registered as an investment adviser representative in Florida, since May 2020.
- FloridaSince 13 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 5 April 2012 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 23 March 2012 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 June 2006 |
| Series 24 | General Securities Principal Examination | 23 June 2004 |
| Series 66 | Uniform Combined State Law Examination | 15 May 2004 |
| Series 7 | General Securities Representative Examination | 8 May 2004 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 3 November 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 November 1990 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 November 1990 |
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Carol Ann Mulcahy
- CRD
- 1468012
- Firm
- Destiny Wealth Partners · CRD 171346
- Office
- 2100 LAKE EUSTIS DR., Tavares, FL 32778
- Registration
- Investment adviser registration
- In the industry since
- October 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- destinywealth.com
Where does Carol Mulcahy work?
Carol Mulcahy is an investment adviser representative registered through Destiny Wealth Partners, LLC since May 2020, and is not listed among the firm’s executive officers or direct owners.
Is Carol Mulcahy a financial advisor?
Yes. Carol Mulcahy has a current investment-adviser registration in Florida, through Destiny Wealth Partners since May 2020.
How many years of experience does Carol Mulcahy have?
Carol Mulcahy has 18 years in the financial industry, since October 2008, across 9 adviser firms.
What exams has Carol Mulcahy passed?
Carol Mulcahy has passed 9 licensing exams: the Series 63, Series 6, Series 8, Series 7, Series 66, Series 24, Series 65, Series 10 and Series 9. The earliest, the Series 63, was passed in November 1990.
Where did Carol Mulcahy work before Destiny Wealth Partners?
Before Destiny Wealth Partners, Carol Mulcahy was registered through The Investment Counsel Company, July 2014 to December 2017; Barclays Capital Inc., October 2010 to October 2012; Chase Investment Services Corp., March 2010 to September 2010; Cumberland Advisors, June 2006 to January 2009; Independent Portfolio Consultants, Inc., October 2004 to May 2006; Advest, Inc., May 2004 to March 2006.
Where is Carol Mulcahy based?
Carol Mulcahy’s registered office is in Tavares, FL.
Is Carol Mulcahy registered with FINRA?
No. Carol Mulcahy has no current broker registration.
How can I verify Carol Mulcahy’s record?
Search CRD 1468012 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carol Mulcahy’s full registration record.
