AB
Andrew W. Blass
ATLANTIC PRIVATE WEALTH
Chapel Hill, NC 27516
Some features on this profile are disabled
CRD#: 4776709
AB
Professional summary
Andrew William Blass is a registered financial advisor currently at ATLANTIC PRIVATE WEALTH, LLC located in Chapel Hill, North Carolina.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Andrew has worked at 3 firms and has passed the Series 65 exam.
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.
ANDREW BLASS IS A BOARD MEMBER AND SHAREHOLDER IN THE PRIVATELY HELD JACKALOPE BREWING COMPANY, WHICH IS LOCATED AT 701 8TH AVE., NASHVILLE, TN 37203. THIS IS A NON-INVESTMENT RELATED BUSINESS ACTIVITY THAT MANUFACTURES AND DISTRIBUTES BEER AND BEER RELATED PRODUCTS. ON AVERAGE, ANDREW SPENDS LESS THAN 1 HOUR A WEEK ON THIS BUSINESS, WHICH TYPICALLY TAKES PLACE OUTSIDE OF NORMAL FINANCIAL MARKET HOURS. IT IS WORTH NOTING THAT ANDREW BLASS DOES NOT CURRENTLY RECEIVE ANY COMPENSATION FROM THIS ACTIVITY. Lumina Theater; owned under Save Ferris LLC; 710 MARKET ST # 47 CHAPEL HILL NC 27516-9358; non-investment related; owner of theater; 4 hrs a month a week; 0 hrs devoted during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew William Blass's 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®
NoneExperience
Current
May 21, 2021 - Present
ATLANTIC PRIVATE WEALTH, LLC
Office #1: 308 West Rosemary Street Suite 301, Chapel Hill, NC 27516RIA
CRD#: 311517
Chapel Hill, NC
Past
March 27, 2015 - May 21, 2021
UNITED CAPITAL FINANCIAL ADVISORS
RIA
CRD#: 134600
CHAPEL HILL, NC
Past
January 6, 2011 - March 27, 2015
PRI INVESTMENTS, INC.
RIA
CRD#: 105301
CHAPEL HILL, NC
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".
AP
ATLANTIC PRIVATE WEALTH, LLC
ATLANTIC PRIVATE WEALTH, LLC | COHORT ADVISORS, LLC
CRD#: 311517 / SEC#: 801-120757
RIA
Registered Investment Advisory firm - (4/9/2021 Approved)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
Louisiana(7/13/2023)
IAR
North Carolina(5/21/2021)
IAR
Texas(5/21/2021)
Current Firm
AP
ATLANTIC PRIVATE WEALTH, LLC
ATLANTIC PRIVATE WEALTH, LLC | COHORT ADVISORS, LLC
CRD#: 311517 / SEC#: 801-120757
RIA
Registered Investment Advisory firm - (4/9/2021 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
308 West Rosemary Street Suite 301, Chapel Hill, NC 27516
Mailing Address
Phone number
(919) 968-2977
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,292 |
| AUM (Assets Under Management) | $ 787,661,112 |
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.
Company Information
ATLANTIC PRIVATE WEALTH, LLC
CRD#: 311517Chapel Hill, NC 27516TRUST BUT VERIFY
Monitor Andrew Blass
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
