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Samantha Charlotte Stocksett

Investment Adviser Representative at Blackston Financial Advisory Group, LLC

The Villages, FLCRD #7637479Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Samantha Charlotte Stocksett is an investment adviser representative with Blackston Financial Advisory Group, LLC in The Villages, FL, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida.

Office

8564 E. County Road 466, Suite 302
The Villages, FL 32162

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/3/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Blackston Financial Advisory Group, LLCCurrent
3/20/2023 – The Villages, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Blackston Financial Advisory Group
    Mar 2014 – no end date reportedThe Villages, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Blackston Financial Advisory Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm's annual rate schedule by assets
  • $0 - $500,0001.50%
  • $500,001 - $1,000,0001.00%
  • $1,000,001 - $5,000,0000.75%
  • $5,000,001 and up0.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial services, Medicare planning, retirement income strategies, and wealth management.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers
Firm areas of expertise
Retirement PlanningMedicare PlanningWealth ManagementFinancial IndependenceAsset Preservation

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
3
Main office:
The Villages, FL
SEC file number:
801-112486

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Blackston Financial Advisory Group, LLC

6 other advisors in the directory

View Blackston Financial Advisory Group, LLC firm profile

Similar advisors in The Villages, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samantha Charlotte Stocksett has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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