William Blackston has been Owner, CCO of Pearl Wealth Group since January 2021, is a control person of the firm and directly owns between 50% and 75% of it.
Pearl Wealth Group, LLC is a firm with $103M under management, 273 clients and 2 advisers across 2 offices, as of its June 2026 filing.
Drew Blackston is Founder & CEO of Pearl Wealth Group. He is a registered Investment Adviser Representative and co-founder of the firm, and serves as its chief compliance officer. He hosts the “Your Financial EKG™” weekly podcast and YouTube channel and is the author of a book on retirement planning.
William Blackston’s longest registration was 7 years at Royal Fund Management, LLC (2011–2018). Before joining Pearl Wealth Group in 2023, William Blackston was registered through Sandy Morris Financial & Estate Planning Services, LLC and Blackston Financial Advisory Group, LLC.
- Pearl Wealth GroupCurrent– present · 3 yearsCaledonia, MI · Adviser representative · Firm CRD 326283
- Sandy Morris Financial & Estate Planning Services, LLC– · 6 yearsTampa, FL · Adviser representative · Firm CRD 187519
- Blackston Financial Advisory Group, LLC– · 1 yearThe Villages, FL · Adviser representative · Firm CRD 291380
- Royal Fund Management, LLC– · 7 yearsThe Villages, FL · Adviser representative · Firm CRD 144434
Professional designations
Listed by Pearl Wealth Group
- Certified Retirement Counselor® (CRC®)
- Registered Financial Consultant® (RFC®)
Investment adviser representative registrations
William Blackston is registered as an investment adviser representative in 8 states, as a resident of Texas. The first approvals date from July 2023; the most recent is Georgia, in November 2025.
- CaliforniaSince 2 May 2025
- FloridaSince 31 July 2023
- GeorgiaSince 17 November 2025
- MichiganSince 8 May 2025
- MissouriSince 11 September 2024
- New YorkSince 19 July 2024
- PennsylvaniaSince 9 October 2024
- TexasResidentSince 11 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 June 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Andrew Blackston
- CRD
- 5898822
- Firm
- Pearl Wealth Group · CRD 326283
- Role
- Owner, CCO
- Office
- Caledonia, MI
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pearlwealthgroup.com
Where does William Blackston work?
William Blackston has been Owner, CCO of Pearl Wealth Group, LLC since January 2021, and is a control person of the firm.
Is William Blackston a financial advisor?
Yes. William Blackston has a current investment-adviser registration in California, Florida, Georgia, Michigan, Missouri, New York, Pennsylvania and Texas, through Pearl Wealth Group since July 2023.
How many years of experience does William Blackston have?
William Blackston has 15 years in the financial industry, since September 2011, across 4 adviser firms.
What exams has William Blackston passed?
William Blackston passed the Series 65 in June 2011.
Where did William Blackston work before Pearl Wealth Group?
Before Pearl Wealth Group, William Blackston was registered through Blackston Financial Advisory Group, LLC, April 2018 to August 2019; Royal Fund Management, LLC, July 2011 to December 2018.
Where is William Blackston based?
William Blackston’s registered office is in Caledonia, MI.
Is William Blackston registered with FINRA?
No. William Blackston has no current broker registration.
How can I verify William Blackston’s record?
Search CRD 5898822 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Blackston’s full registration record.
