Peter A. Blatt

CENTER FOR ASSET MANAGEMENT

Palm Beach Gardens, FL 33410

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CRD#: 4325660

Professional summary

Peter Andrew Blatt is a registered financial advisor currently at CENTER FOR ASSET MANAGEMENT, LLC located in Palm Beach Gardens, Florida.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Peter has worked at 8 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Peter Blatt, Esq at Blatt Legal, PLC. Not investment related. 3399 PGA Blvd. Ste 320, Palm Beach Gardens,FL 33410. Legal, Attorney as of 1/1/03. 10 Hours Per month. 5 hours during trading hours. Practice Estate Planning Law. Licensed attorney since 10/1995. Insurance 20 Hrs Per week. Commission based through Blatt Financial Group LLC. 5 Hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Andrew Blatt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 3, 2008 - Present

CENTER FOR ASSET MANAGEMENT, LLC

Office #1: 3399 Pga Boulevard, Ste 320, Palm Beach Gardens, FL 33410

RIA

CRD#: 147981

Palm Beach Gardens, FL

Past

October 9, 2006 - June 26, 2008

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

TAMPA, FL

Past

September 18, 2006 - June 26, 2008

J.W. COLE FINANCIAL, INC.

CRD#: 124583

PALM BEACH GARDENS, FL

Past

June 21, 2006 - November 13, 2006

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

PALM BEACH GARDENS, FL

Past

November 10, 2003 - July 18, 2006

USALLIANZ SECURITIES, INC.

RIA

CRD#: 40875

PALM BCH GDNS, FL

Past

October 29, 2003 - September 19, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

PALM BCH GDNS, FL

Past

July 18, 2003 - October 30, 2003

LEGACY ADVISORY SERVICES, INC.

RIA

CRD#: 111027

PALM BEACH GARDENS, FL

Past

January 31, 2002 - October 30, 2003

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

PETALUMA, CA

Past

March 15, 2001 - November 6, 2001

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTER FOR ASSET MANAGEMENT, LLC

CENTER FOR ASSET MANAGEMENT, LLC | NAME 204

CRD#: 147981 / SEC#: 801-117438

RIA

Registered Investment Advisory firm - (10/3/2019 Approved)

Florida

Registered Investment Advisory firm - (10/7/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/3/2008)

IAR

North Carolina
(3/22/2022)

IAR

Texas
(3/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/18/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/14/2001

General Securities Representative Examination

Current Firm

CENTER FOR ASSET MANAGEMENT, LLC

CENTER FOR ASSET MANAGEMENT, LLC | NAME 204

CRD#: 147981 / SEC#: 801-117438

RIA

Registered Investment Advisory firm - (10/3/2019 Approved)

Florida

Registered Investment Advisory firm - (10/7/2019 Terminated)

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Contact information

Main Address

3399 Pga Boulevard, Ste 320, Palm Beach Gardens, FL 33410

Mailing Address

Phone number

(561) 625-0900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,315
AUM (Assets Under Management)	$ 229,082,643

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Peter A. Blatt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Andrew Blatt's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

QUESTAR ASSET MANAGEMENT, INC.

USALLIANZ SECURITIES, INC.

USALLIANZ SECURITIES, INC.

LEGACY ADVISORY SERVICES, INC.

LEGACY FINANCIAL SERVICES, INC.

MUTUAL SERVICE CORPORATION

Primary Firm SEC Registration

CENTER FOR ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/18/2003

Series 7

Date: 3/14/2001

Current Firm

CENTER FOR ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTER FOR ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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