AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AK

Anthony S Kurlas

HK FUNDS
JACKSONVILLE, FL
·CRD# 2436264·32 years experience

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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Anthony Scott Kurlas, Tony Kurlas

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

32 years in the financial services industry

Current & Past Employments

HK FUNDS·CRD# 338583
RIA
Jacksonville, FL
October 23, 2025 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Jacksonville, FL
March 5, 1996 - March 14, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Jacksonville, FL
March 10, 1995 - March 14, 2024
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Smithfield, RI
January 24, 1994 - January 19, 1995

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

HF
HK FUNDS

HK FUNDS | HK FUNDS, LLC

CRD#: 338583
Florida
Registered Investment Advisory firm - Florida (10/23/2025 Approved)
Kentucky
Registered Investment Advisory firm - Kentucky (8/31/2026 Approved)

Contact Information

Main Address

Jacksonville, FL

Phone Number

(225) 773-2777

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

51

AUM (Assets Under Management)

$6,844,452

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.
IAR
Florida
(10/23/2025)
IAR
Kentucky
(8/31/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Nov 2013About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Jan 1994About the Series 7 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jan 2023About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jan 2023About the Series 10 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Jun 1996

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Anthony S Kurlas's CRS (Customer Relationship Summary).

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
AK
Follow Anthony
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required