Audrey Ralicki, financial advisor Tavares FL

Audrey Ralicki

CRD Number: 5324890
Current Firm: Destiny Wealth Partners, LLC

Audrey Ralicki (CRD# 5324890) is an Investment Advisor Representative working at Destiny Wealth Partners, LLC in Tavares, FL and has over 11 years of experience in the finance industry. Audrey Ralicki has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Destiny Wealth Partners Tavares, FL Jan 2017 - Current 7
Ruggie Wealth Management Tavares, FL Aug 2011 - Jan 2021 9
Cwm, Llc Dba Carson Wealth Omaha, NE Sep 2019 - Jul 2020 < 1
Cwm, LLC Omaha, NE Jul 2018 - Sep 2019 1
Purshe Kaplan Sterling Investments Albany, NY Dec 2011 - Oct 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Audrey M. Ralicki
Phone Number: 352.343.2700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    997
    MILLIONS
  • Total Number of Accounts
    3,086
    ACCOUNTS
  • Average Account Value
    $323,013
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, HI, LA, MI, NC, NE, NH, NV, NY, OH, SC, TN, TX, VA

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