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Alexander Blackstone

Advisor at Portfoliolab

Updated today

Firm

Portfoliolab

Location

Tampa, FL

Credentials

Series 66

Industry experience

13 years

About

Alexander Blackstone is a financial advisor based in Tampa, FL, affiliated with Portfoliolab. He holds a Series 66 designation and has 13 years of industry experience. His prior work includes roles at Accurate Wealth Management, Blackstone Wealth Management, MML Investors Services, and MassMutual Life Insurance Company. Portfoliolab provides discretionary portfolio management services to individual investors and other registered investment advisers, offering customized portfolios and model-based strategies. The firm’s investment approach combines fundamental, technical, and quantitative analysis with indicator-based models and market signals, managing accounts on a discretionary basis tailored to client objectives and restrictions.

Client services

Based on Portfoliolab

Portfolio management

Expertise

Based on Portfoliolab

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management

Fee options

Percentage

up to 1.60% annually

Other

Account minimum: $250,000

Location

Tampa, FL

Most active in

Florida

Work history

Accurate Wealth Management

2023 - Present (3 years)

Blackstone Wealth Management

2012 - Present (14 years)

MML Investors Services

2007 - Present (19 years)

MassMutual Life Insurance Company

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Active portfolio management
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Odessa, FL

Carter Ridge Strategic Advisors

Active portfolio management Options & derivatives strategies
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George R

Series 65

Land O Lakes, FL

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Matt F

CFP®

Land O Lakes, FL

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Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Educators, Teachers, and Academics FIRE (Financial Independence Retire Early) Gen X (Born 1965-1980)
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Samuel M

Series 63, Series 65

Tampa, FL

S.mart Advising Inc

Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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