Unclaimed Profile

Andrew William Blass

ATLANTIC PRIVATE WEALTH, LLC·CHAPEL HILL, North Carolina

Series 65Clean record15 years registeredATLANTIC PRIVATE WEALTH, LLC

308 WEST ROSEMARY STREET, CHAPEL HILL, NC 27516CRD# 4776709Firm CRD# 311517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew William Blass · CHAPEL HILL, NC

Registration

CRD #4776709 · ATLANTIC PRIVATE WEALTH, LLC · 15 years registered

Brand Profile

Not yet started

Career History

ATLANTIC PRIVATE WEALTH, LLC

May 2021 – present

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Mar 2015 – May 2021

CHAPEL HILL, NC

PRI INVESTMENTS, INC.

Jan 2011 – Mar 2015

CHAPEL HILL, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 6, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLANTIC PRIVATE WEALTH, LLC

CRD 311517 · SEC 801-120757

AUM

$690M

Regulatory assets under management

Employees

1,475 client accounts

Services offered by ATLANTIC PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ATLANTIC PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew William Blass offer?

Andrew William Blass specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHAPEL HILL, North Carolina for a consultation.

What are Andrew William Blass's credentials?

Andrew William Blass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew William Blass located?

Andrew William Blass is based in CHAPEL HILL, North Carolina, working with ATLANTIC PRIVATE WEALTH, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.

How does Andrew William Blass charge for services?

Andrew William Blass's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATLANTIC PRIVATE WEALTH, LLC?

ATLANTIC PRIVATE WEALTH, LLC has approximately 5 employees and manages $690M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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