Robert Clark has been Trustee of the Robert L. Clark Revocable Trust, Dated September 29, 2014, As Amended of Destiny Wealth Partners since September 2014, is a control person of the firm and directly owns under 5% of it. Robert Clark holds a Bachelor's degree from the University of Central 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.
Rob Clark is Managing Partner and President of Destiny Wealth Partners. He has worked with clients on their families' and businesses' long-term financial security since 2001. He manages clients' portfolios and builds integrated strategies aimed at their investment and retirement objectives.
Robert Clark’s longest registration is the current one, 9 years at Destiny Wealth Partners since 2017. Before joining Destiny Wealth Partners in 2017, Robert Clark was registered through Independent Financial Partners and LPL Financial LLC.
- Destiny Family OfficeAlso current– present · under a yearTavares, FL · Adviser representative · Firm CRD 338015
- CWM, LLC– · 1 yearWinter Park, FL · Adviser representative · Firm CRD 155344
- Destiny Wealth Partners, LLCCurrent– present · 9 yearsWinter Park, FL · Adviser representative · Firm CRD 171346
- Ruggie Wealth Management– · 3 yearsTavares, FL · Adviser representative · Firm CRD 145595
- Independent Financial Partners– · 7 yearsOrlando, FL · Adviser representative · Firm CRD 125112
- LPL Financial LLC– · 6 yearsOrlando, FL · Adviser representative · Firm CRD 6413
- WS Griffith Securities, Inc.– · 3 yearsOrlando, FL · Adviser representative · Firm CRD 10410
Professional designations
Listed by Destiny Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Clark is registered as an investment adviser representative in 2 states. The first approvals date from August 2017; the most recent is Texas, in June 2020.
- FloridaSince 9 August 2017
- TexasSince 12 June 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 7 November 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 March 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 June 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 4191125
- Firm
- Destiny Wealth Partners · CRD 171346
- Role
- Trustee of the Robert L. Clark Revocable Trust, Dated September 29, 2014, As Amended
- Office
- 620 N. Denning Dr., Winter Park, FL 32789
- Registration
- Investment adviser registration
- In the industry since
- August 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- destinywealth.com
Where does Robert Clark work?
Robert Clark has been Trustee of the Robert L. Clark Revocable Trust, Dated September 29, 2014, As Amended of Destiny Wealth Partners, LLC since September 2014, and is a control person of the firm.
Is Robert Clark a financial advisor?
Yes. Robert Clark has a current investment-adviser registration in Florida and Texas, through Destiny Wealth Partners since August 2017.
How many years of experience does Robert Clark have?
Robert Clark has 26 years in the financial industry, since August 2000, across 7 adviser firms.
What exams has Robert Clark passed?
Robert Clark has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in June 2000. FINRA credited Robert Clark with the SIE, which began in October 2018.
Where did Robert Clark work before Destiny Wealth Partners?
Before Destiny Wealth Partners, Robert Clark was registered through Independent Financial Partners, October 2009 to May 2017; LPL Financial LLC, June 2004 to April 2011; WS Griffith Securities, Inc., June 2000 to June 2004.
Where is Robert Clark based?
Robert Clark’s registered office is in Winter Park, FL.
Is Robert Clark registered with FINRA?
No. Robert Clark has no current broker registration.
Is Robert Clark a CFP?
Destiny Wealth Partners lists Robert Clark with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Clark’s record?
Search CRD 4191125 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Clark’s full registration record.
