William A. Blackston

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES

Tampa, FL 33625

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CRD#: 5898822

Professional summary

William Andrew Blackston, who also goes by Drew Blackston, is a registered financial advisor currently at SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC located in Tampa, Florida and PEARL WEALTH GROUP located in Caledonia, Michigan.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Drew Blackston

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.

William Andrew Blackston is a licensed insurance agent in Florida; Investment related: yes; Location: 10524 Greencrest Drive, Tampa FL. Mr. Blackston operates in Florida and other states, offering life insurance, Medicare, annuities, and related services. Mr. Blackston dedicates 20 hours monthly to business within trading hours, expecting 30% yearly compensation from this venture. Mr. Blackston does not offer insurance products or Medicare supplements/advantage plans to any clients in the state of New York.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Andrew Blackston'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

October 10, 2019 - Present

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

Office #1: 10015 Gallant Lane, Tampa, FL 33625

RIA

CRD#: 187519

Tampa, FL

Current

July 11, 2023 - Present

PEARL WEALTH GROUP

Office #1: 9339 Cherry Valley Ave Se #42, Caledonia, MI 49316

RIA

CRD#: 326283

CALEDONIA, MI

Past

April 6, 2018 - August 28, 2019

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

RIA

CRD#: 291380

THE VILLAGES, FL

Past

July 28, 2011 - December 31, 2018

ROYAL FUND MANAGEMENT, LLC

RIA

CRD#: 144434

The Villages, FL

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".

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

CRD#: 187519 / SEC#: 801-117852

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

Florida

Registered Investment Advisory firm - (1/7/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(5/2/2025)

IAR

Florida
(10/10/2019)

IAR

Louisiana
(6/26/2024)

IAR

Michigan
(5/8/2025)

IAR

Missouri
(9/11/2024)

IAR

New York
(7/19/2024)

IAR

Pennsylvania
(10/9/2024)

IAR

Texas
(7/11/2023)

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 65

Date: 6/7/2011

Uniform Investment Adviser Law Examination

Current Firm

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

CRD#: 187519 / SEC#: 801-117852

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

Florida

Registered Investment Advisory firm - (1/7/2020 Terminated)

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Contact information

Main Address

10015 Gallant Lane, Tampa, FL 33625

Mailing Address

Phone number

(813) 443-0879

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (6/4/2025)

Regulatory assets under management

Total Number of Accounts	670
AUM (Assets Under Management)	$ 152,033,063

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.

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William A. Blackston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Andrew Blackston's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

PEARL WEALTH GROUP

BLACKSTON FINANCIAL ADVISORY GROUP, LLC

ROYAL FUND MANAGEMENT, LLC

Primary Firm SEC Registration

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/2011

Current Firm

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

TRUST BUT VERIFY

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