Robert Clark
Investment adviser representative at Destiny Family Office
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$605.1MFirm assets
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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
22 years in the industry.
- Destiny Family OfficeSep 2025 to now
- Destiny Wealth Partners, LLCApr 2017 to now
- Cwm, LLC dba Carson WealthJul 2018 to Jul 2020
- Ruggie Wealth ManagementApr 2017 to Jan 2021
- LPL Financial, LLCJun 2004 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4191125
- Firm CRD
- 338015