Alexander J. Blackstone

PORTFOLIOLAB

TAMPA, FL

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CRD#: 5443706

Professional summary

Alexander Joseph Blackstone, who also goes by "a.j." Blackstone, is a registered financial advisor currently at PORTFOLIOLAB located in Tampa, Florida.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Alexander has worked at 4 firms and has passed the Series 66, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

"a.j." Blackstone

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 Alexander Joseph Blackstone'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

February 20, 2026 - Present

PORTFOLIOLAB

RIA

CRD#: 339763

TAMPA, FL

Past

September 25, 2023 - December 31, 2025

ACCURATE WEALTH MANAGEMENT, LLC

RIA

CRD#: 298137

Wesley Chapel, FL

Past

March 12, 2012 - December 31, 2022

BLACKSTONE WEALTH MANAGEMENT

RIA

CRD#: 160794

TAMPA, FL

Past

December 19, 2007 - February 3, 2012

MML INVESTORS SERVICES, LLC

CRD#: 10409

TAMPA, FL

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
(2/20/2026)

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

State Security Law Exam

IAR

Series 66

Date: 11/17/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/26/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/17/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PORTFOLIOLAB

PORTFOLIOLAB | STRUCTURELAB LLC | PORTFOLIOLAB LLC

CRD#: 339763 / SEC#:

Florida

Registered Investment Advisory firm - (2/20/2026 Approved)

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Contact information

Main Address

Tampa, FL

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Alexander J. Blackstone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Joseph Blackstone's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTFOLIOLAB

ACCURATE WEALTH MANAGEMENT, LLC

BLACKSTONE WEALTH MANAGEMENT

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/17/2011

Series 7

Date: 10/26/2010

Series 6

Date: 12/17/2007

Current Firm

PORTFOLIOLAB

Contact information

Documents

Red Flags

Company Information

PORTFOLIOLAB

TRUST BUT VERIFY

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