Morgan Hatfield has been an investment adviser representative at Destiny Wealth Partners since April 2015, 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.
Morgan Hatfield’s longest registration is the current one, 11 years at Destiny Wealth Partners since 2015. Before joining Destiny Wealth Partners in 2015, Morgan Hatfield was registered through 401k Generation and Ruggie Wealth Management.
- CWM, LLC– · 1 yearTavares, FL · Adviser representative · Firm CRD 155344
- Destiny Wealth Partners, LLCCurrent– present · 11 yearsTavares, FL · Adviser representative · Firm CRD 171346
- 401k Generation– · 3 yearsTavares, FL · Adviser representative · Firm CRD 154279
- Ruggie Wealth Management– · 10 yearsTavares, FL · Adviser representative · Firm CRD 145595
Investment adviser representative registrations
Morgan Hatfield is registered as an investment adviser representative in Florida, since April 2015.
- FloridaSince 6 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 September 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Morgan Aileen Hatfield
- CRD
- 5557384
- Firm
- Destiny Wealth Partners · CRD 171346
- Office
- 2100 LAKE EUSTIS DR., Tavares, FL 32778
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Morgan Hatfield work?
Morgan Hatfield is an investment adviser representative registered through Destiny Wealth Partners, LLC since April 2015, and is not listed among the firm’s executive officers or direct owners.
Is Morgan Hatfield a financial advisor?
Yes. Morgan Hatfield has a current investment-adviser registration in Florida, through Destiny Wealth Partners since April 2015.
How many years of experience does Morgan Hatfield have?
Morgan Hatfield has 15 years in the financial industry, since December 2010, across 4 adviser firms.
What exams has Morgan Hatfield passed?
Morgan Hatfield passed the Series 65 in September 2010.
Where did Morgan Hatfield work before Destiny Wealth Partners?
Before Destiny Wealth Partners, Morgan Hatfield was registered through 401k Generation, December 2010 to June 2014.
Where is Morgan Hatfield based?
Morgan Hatfield’s registered office is in Tavares, FL.
Is Morgan Hatfield registered with FINRA?
No. Morgan Hatfield has no current broker registration.
How can I verify Morgan Hatfield’s record?
Search CRD 5557384 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Morgan Hatfield’s full registration record.
