Alexander Joseph Blackstone

Accurate Wealth Management, LLC

17 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Accurate Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

48 advisors

Number of Clients

2,989 clients

Average Client Portfolio

$384K average

Assets Under Management

$1.1B

Fee Structure

Location

2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544

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History

Regulatory History (1)

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Regulatory

February 2017

Final

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Other Business Activities

Alexander works as an agent for Forensics Laboratories, a urine drug testing company, since 2011. This takes about a quarter of his time, including a significant portion during trading hours.

Employment History

Current Registrations

Accurate Wealth Management, LLC

September 2023 - Present · 2 yrs 5 mos

Previous Registrations

Blackstone Wealth Management

March 2012 - December 2022 · 10 yrs 9 mos

Blackstone Wealth Management

March 2012 - December 2019 · 7 yrs 9 mos

Blackstone Wealth Management

March 2012 - December 2017 · 5 yrs 9 mos

MML Investors Services, LLCBroker

December 2007 - February 2012 · 4 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.