AK
Anthony S. Kurlas
JACKSONVILLE, FL
Some features on this profile are disabled
CRD#: 2436264
AK
Professional summary
Anthony S Kurlas, who also goes by Anthony Scott Kurlas, Tony Kurlas, was a registered financial advisor .
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Anthony had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 9, Series 10 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anthony Scott Kurlas | Tony Kurlas
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I*130990
For profit or not for profit: Non-Profit Organization
Name of outside business organization: Timuquanna Country Club
Investment related: N
Address of business:
Jacksonville, Florida 32210
Nature of business: Charitable Organization
Position, title, association: Committee Member,
Start date of relationship: 5/7/2020
Number of hours devoted: 2 hour(s) Monthly
Number of hours devoted during trading hours: 1
Duties: I served as a former member of the board of Directors at TCC. As of April of 2020 I am no longer a board member but I have been asked to continue to serve on the Finance Committee.
I*129091
For profit or not for profit: For-Profit Organization
Name of outside business organization: MMASK Holdings
Investment related: N
Address of business:
Jacksonville, Florida 33210
Nature of business: LLC,
Position, title, association:
Start date of relationship: 12/6/2019
Number of hours devoted: 1 hour(s) Quarterly
Number of hours devoted during trading hours: 0
Duties: This is a holding company my wife and I have created, which we will own together 50/50, to hold our ownership in private investments we plan on making in the future.
1.TNA PROPERTIES
DANVILLE.KY.40422.START DATE DECEMBER 24 2007.1-20 HOURS PER MONTH. NONE DURING TRADING HOURS.NOT INVESTMENT RELATED.2.
BELVEDERE RACING, LLC. LEXINGTON.KY.40511-8447.THE LLC OWNS 3 HORSES THAT WE RACE.START DATE DECEMBER 31 2010.1-20 HOURS PER MONTH. 1-10 HOURS DURING TRADING HOURS.NOT INVESTMENT RELATED
I*68919
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: AST MARKETING
INVESTMENT RELATED: N
ADDRESS OF BUSINESS:
BATON ROUGE, LOUISIANA 70809
NATURE OF BUSINESS: LOGOED APPAREL FOR COMPANIES AND NPS IN USA,
POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER,
START DATE OF RELATIONSHIP: 2/17/2015
NUMBER OF HOURS DEVOTED: 2 HOUR(S) QUARTERLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1
DUTIES: LISTENING, GIVIGING ADVICE AND GUIDANCE
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 23, 2025 - Present
JACKSONVILLE, FL
Past
March 5, 1996 - March 14, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
JACKSONVILLE, FL
Past
March 10, 1995 - March 14, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
JACKSONVILLE, FL
Past
January 24, 1994 - January 19, 1995
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(10/23/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/10/1996
General Securities Sales Supervisor Examination (Options Module & General Module)Current firm
No current employment
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
