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MS

Micah L. Spence

BLACKSTON FINANCIAL ADVISORY GROUP
THE VILLAGES, FL 32162
Some features on this profile are disabled
CRD#: 7627149
MS

Professional summary

Micah Lea Spence is a registered financial advisor currently at BLACKSTON FINANCIAL ADVISORY GROUP, LLC located in The Villages, Florida.

Micah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Micah has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Micah Lea Spence'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 16, 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

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
(7/16/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/30/2024
Uniform Investment Adviser Law 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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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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