Thomas Huey Ruggie
Investment adviser representative at Destiny Family Office
30 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$605.1MFirm assets
Are you Thomas Huey Ruggie? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Destiny Family OfficeSep 2025 to now
- Destiny Wealth PartnersJul 2014 to now
- Cwm, LLCSep 2018 to Jul 2020
- Asset Advisors of America, LLCFeb 2013 to Nov 2020
- Ruggie Capital Group, Inc. (dba Ruggie Wealth Management)Dec 1996 to Jan 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Destiny Family Office
Legal name: Destiny Family Office, LLC
$605.1MAssets managed
62Clients
8Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2193305
- Firm CRD
- 338015