AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PB

Peter J. Blair

CGA SECURITIES
Baltimore, MD 21210
Some features on this profile are disabled
CRD#: 7425873
PB

Professional summary

Peter Joseph Blair is a registered financial professional currently at CGA SECURITIES, LLC located in Baltimore, Maryland.

Peter is registered as a RR (Registered Representative) and started their career in finance in 2021. Peter has worked at 1 firm and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Peter Joseph Blair'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®
None

Experience

Current

December 14, 2021 - Present

CGA SECURITIES, LLC

Office #1: 2 Village Square Suite 255, Baltimore, MD 21210Office #2: 2 Village Square Suite 255, Baltimore, MD 21210
BD
CRD#: 32301
Baltimore, MD

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Maryland
(1/12/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 8/3/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/11/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/14/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/10/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CS
CGA SECURITIES, LLC
BLUE HILL SECURITIES, INC. | WALSH PARTNERS, INC. | WALSH PARTNERS CAPITAL CORPORATION | PACE FINANCIAL SERVICES, LLC | CGA SECURITIES, LLC

CRD#: 32301 / SEC#: , 8-45684

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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
2 Village Square Suite 255, Baltimore, MD 21210
Mailing Address
2 Village Square Suite 255, Baltimore, MD 21210
Phone number
(410) 308-6200
Established
Maryland since 12/24/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CGA CAPITAL HOLDINGS, LLCOWNER/ MANAGING MEMBER
CAMPBELL, ROBERTFINOP1349154
GORE, WILLIAM KYLEMANAGING DIRECTOR/CCO2194193
POHLHAUS, ROBERT CARLCO-CCO1982680

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

CGA SECURITIES, LLC

CRD#: 32301Baltimore, MD 21210

TRUST BUT VERIFY

Monitor Peter Blair

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Brian Scott Mckinney
Brian MckinneyAdvisorCheck Check Mark
COMMONWEALTH FINANCIAL NETWORK
IAR
Columbia, MD
Gary Stuart Williams
Gary WilliamsAdvisorCheck Check Mark
COMMONWEALTH FINANCIAL NETWORK
IAR
Columbia, MD
Lawrence Nelson Leitch
Lawrence LeitchAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
TOWSON, MD
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics