Unclaimed Profile

William Andrew Blackston

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC·THE VILLAGES, Florida

Series 65Clean record15 years registeredBLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

8564 E. COUNTY ROAD 466, THE VILLAGES, FL 32162CRD# 5898822Firm CRD# 291380

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Andrew Blackston · THE VILLAGES, FL

Registration

CRD #5898822 · BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC · 15 years registered

Brand Profile

Not yet started

Career History

PEARL WEALTH GROUP

Jul 2023 – present

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

Oct 2019 – Feb 2026

TAMPA, FL

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

Apr 2018 – Aug 2019

THE VILLAGES, FL

ROYAL FUND MANAGEMENT, LLC

Jul 2011 – Dec 2018

The Villages, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 28, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

CRD 291380 · SEC 801-112486

AUM

$252M

Regulatory assets under management

Employees

2,040 client accounts

Services offered by BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does William Andrew Blackston offer?

William Andrew Blackston specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in THE VILLAGES, Florida for a consultation.

What are William Andrew Blackston's credentials?

William Andrew Blackston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Andrew Blackston located?

William Andrew Blackston is based in THE VILLAGES, Florida, working with BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC. Their office serves clients in the THE VILLAGES metropolitan area and surrounding communities.

How does William Andrew Blackston charge for services?

William Andrew Blackston's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC?

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC has approximately 17 employees and manages $252M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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