Morgan Aileen Hatfield
Investment adviser representative at Destiny Wealth Partners, LLC
6 yearsExperience
1 stateRegistered in
$947.3MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
6 years in the industry.
- Destiny Wealth Partners, LLCJan 2015 to now
- Cwm, LLCJul 2018 to Jul 2020
- Ruggie Wealth ManagementMay 2014 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
Destiny Wealth Partners, LLC
$947.3MAssets managed
939Clients
8Advisers
12 yearsIn 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
- 5557384
- Firm CRD
- 171346