Anthony Stephen Hueston

Employer firm

Financial Trust Asset Management Chartered CRD 108998

$142M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → Present
  Hueston Financial Services, Llc
  Bradenton, FL
• 01/2022 → Present
  Hueston & Company Cpa, Llc
  Bradenton, FL
• 11/2020 → 01/2022
  Dental Care Alliance
  Sarasota, FL
• 11/2020 → 12/2021
  Prestige Worldwide Accounting
  Bradenton, FL
• 01/2019 → 10/2020
  Kerkering Barberio & Co Cpa
  Bradenton, FL
• 03/2018 → 01/2019
  Hca Asset Management
  Bradenton, FL
• 05/2016 → 03/2018
  Hueston & Co. Cpa
  Bradenton, FL
• 03/2017 → 03/2018
  Truvestments Capital Llc
  Sarasota, FL
• 02/2025 → Present
  Financial Trust Asset Management Dba Hueston Financial Services
  Bradenton, FL
• 02/2025 → Present
  Financial Trust Research Partners, Llc
  Boca Raton, FL
• 07/2025 → Present
  Ft Insurance Services, Llc
  Boca Raton, FL

Previous Registrations

• 2022-03-11 → 2025-04-29
  Hueston Financial Services Llc
  Bradenton, FL
  Bradenton, FL

Other Businesses

1. Hueston & Company CPA, LLC; Bradenton, Florida; Non-investment Related; Tax Manager; Tax Services; Start date: 01/2022; Approximately 80 hours spent per month; Approximately 60 hours spent during trading hours. 2. Financial Trust Research Partners, LLC; Investment Research; Part owner; (Investment-related at research level only); 10055 Yamato Road, Suite 103, Boca Raton, FL 33498; Conduct market research and write about it; Start date: 01/31/2025; Mr. Hueston spends 0 hours a month and devotes 0 hours during securities trading hours to Financial Trust Research Partners, LLC. 3. FT Insurance Services, LLC; Insurance Services; Investment Related; Part owner; 10055 Yamato Road, SUITE 103, Boca Raton, FL 33498; Insurance Agency; Start Date: 07/01/2025; Mr. Hueston spends 0 hours a month and devotes 0 hours during securities trading hours to FT Insurance Services, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-31

Designations

• Certified Financial Planner

Other Names

• Anthony Stephen Hueston
• Stephen Hueston