Tyler Nicholas Dodson
Investment adviser representative at Destiny Wealth Partners, LLC
14 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
14 years in the industry.
- Destiny Wealth Partners, LLCMar 2026 to now
- Oakwood Capital Securities, Inc.Jul 2024 to Dec 2024
- 49 Wealth Management, LLCJan 2023 to Mar 2026
- Thrivent Advisor Network d/b/a 49 FinancialJul 2022 to Jan 2023
- Purshe Kaplan Sterling InvestmentsJun 2022 to Jul 2024
- University of FloridaJul 2021 to May 2022
- Bluecorddesign&constructionApr 2021 to Jul 2021
- University of FloridaJul 2018 to Apr 2021
- Oviedo High SchoolMay 2012 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 7559603
- Firm CRD
- 171346