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AK

Anthony S. Kurlas

HK FUNDS
JACKSONVILLE, FL
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CRD#: 2436264
AK

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.

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.
The advisor shows no other business activity.

Blog Corner


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®
None

Experience


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
IAR
Series 65
Date: 3/29/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 11/22/2013
Futures Managed Funds Examination
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)
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Contact information


Main Address
Jacksonville, FL
Mailing Address
Phone number
(225) 773-2777
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV
0

Red Flags


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Company Information


HK FUNDS

CRD#: 338583Jacksonville, FL

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