AK
Anthony S. Kurlas
HK FUNDS
JACKSONVILLE, FL
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CRD#: 2436264
AK
Anthony S KurlasHK FUNDS
Professional summary
Anthony S Kurlas, who also goes by Anthony Scott Kurlas, Tony Kurlas, is a registered financial advisor currently at HK FUNDS located in Jacksonville, Florida.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Anthony has 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.
At a Glance
Always Fiduciary
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.
name; HY Irrevocable Trust and EA Carter investment-related; No address; 4339 Roma Boulevard JACKSONVILLE FL 32210 nature business; Anthony Scott Kurlas is an agent for a trustee of HY Irrevocable Trust and EA Carter, a families trust. The trust owns small companies call EA Carter, which is a leasing warehouse company in Ownsboro, Kentucky. position; Agent for the Trustee start date; 2024-09-19 hours/month devoted to business; 0 hours devoted to business outside securities trading hours; 2 name; D&T Juniper Boat, LLC investment-related; no address; 4339 Roma Boulevard JACKSONVILLE FL 32210 nature business; Anthony Scott Kurlas is an authorized member of D&T Juniper Boat, LLC. D&T Juniper Boat, LLC is a company Anthony co-created to own the boat that was purchased together for personal recreational use only. position; Authorized Member start date; 2023-11-10 hours/month devoted to business; 0 hours devoted to business outside securities trading hours; 1 duties; Handling the Administrative duties of the LLC, such as Annual Fillings, the operating account which is held at Merrill Lynch, Filing Tax Returns and creating K-1s for myself and my partner. name; MMASK Holdings LLC investment-related; Yes address; 4339 Roma Boulevard JACKSONVILLE FL 32210 nature business; Anthony Scott Kurlas is an authorized member of MMASK Holdings LLC. MMASK Holdings, LLC is a company Anthony co-created to hold outside private investments. The company own things like private equity, shares in private companies, commercial real estate, thoroughbred race horses, and other private investments. position; Authorized Member start date; 2019-11-14 hours/month devoted to business; 0 hours devoted to business outside securities trading hours; 3 duties; MMASK Holdings LLC responsible for administrative duties relating to the LLC, such as Annual Filings, Tax Returns, etc and handling the limited transactions within the operating account that is held at Merrill Lynch.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony S Kurlas's CRS (Customer Relationship Summary).
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
HK FUNDS
RIA
CRD#: 338583
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
HF
HK FUNDS
HK FUNDS | HK FUNDS, LLC
CRD#: 338583 / SEC#:
Florida
Registered Investment Advisory firm - (10/23/2025 Approved)Loading...
Contact information
Main Address
Jacksonville, FL
Mailing Address
Phone number
(225) 773-2777
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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