Alan Moore Belanger

Employer firm

Destiny Wealth Partners, LLC CRD 171346

$947M regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 07/2018
  Guardian Life Insurance
  Bethesda, MD
• 07/2018 → 01/2019
  Unemployed
  Rockville, MD
• 01/2019 → 06/2023
  State Farm
  Bethesda, MD
• 07/2023 → 11/2023
  Legacy Capital Partners
  Germantown, MD
• 04/2024 → 08/2025
  Vintage Financial Partners
  Rockville, MD
• 11/2023 → 04/2024
  Unemployed
  Rockville, MD
• 09/2025 → Present
  Destiny Wealth Partners
  Tavares, FL

Previous Registrations

• 2024-04-17 → 2025-08-15
  Lpl Financial Llc
  Rockville, MD
• 2023-10-17 → 2023-11-28
  Milestone Asset Management, Llc
  Germantown, MD
  Pittsburgh, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-01-28
• S65 Uniform Investment Adviser Law Examination
  2023-10-06