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AH

April S. Hurlburt

BLACKSTON FINANCIAL ADVISORY GROUP
THE VILLAGES, FL 32162
Some features on this profile are disabled
CRD#: 5691565
AH

Professional summary

April Sue Hurlburt, who also goes by April Sue Halsteter, April Hurlburt, is a registered financial advisor currently at BLACKSTON FINANCIAL ADVISORY GROUP, LLC located in The Villages, Florida.

April is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. April has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

April Sue Halsteter | April Hurlburt

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 April Sue Hurlburt's CRS (Customer Relationship Summary).
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

July 31, 2024 - Present

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

Office #1: 8564 E. County Road 466 Suite 302, The Villages, FL 32162
RIA
CRD#: 291380
THE VILLAGES, FL
Past

February 17, 2021 - June 20, 2024

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
SUMMERFIELD, FL
Past

February 17, 2021 - June 20, 2024

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
SUMMERFIELD, FL
Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

July 5, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
EUSTIS, FL
Past

July 3, 2017 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
EUSTIS, FL
Past

April 1, 2014 - July 17, 2017

M&T SECURITIES, INC.

RIA
CRD#: 17358
WHITNEY POINT, NY
Past

August 17, 2009 - July 17, 2017

M&T SECURITIES, INC.

BD
CRD#: 17358
WHITNEY POINT, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BLACKSTON FINANCIAL ADVISORY GROUP, LLC
BLACKSTON FINANCIAL ADVISORY GROUP, LLC | BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

CRD#: 291380 / SEC#: 801-112486

RIA
Registered Investment Advisory firm - (2/22/2018 Approved)

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
(7/31/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/29/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/22/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/5/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/14/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BF
BLACKSTON FINANCIAL ADVISORY GROUP, LLC
BLACKSTON FINANCIAL ADVISORY GROUP, LLC | BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

CRD#: 291380 / SEC#: 801-112486

RIA
Registered Investment Advisory firm - (2/22/2018 Approved)
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Contact information

Main Address
8564 E. County Road 466 Suite 302, The Villages, FL 32162
Mailing Address
Phone number
(352) 633-9046
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BLACKSTON FINANCIAL ADVISORY GROUP (3/24/2025)

Regulatory assets under management

Total Number of Accounts2,987
AUM (Assets Under Management)$ 300,506,924

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.

Company Information

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

CRD#: 291380The Villages, FL 32162

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