Andrew Blass has been Founder & Managing Director of Atlantic Private Wealth since February 2021, is a control person of the firm and directly owns 75% or more of it.
Atlantic Private Wealth, LLC is a Chapel Hill, NC firm with $894M under management, 208 clients and 4 advisers in one office, as of its July 2026 filing.
Andrew Blass’ longest registration was 6 years at Goldman Sachs Personal Financial Management (2015–2021). Before joining Atlantic Private Wealth in 2021, Andrew Blass was registered through Goldman Sachs Personal Financial Management and Pri Investments, Inc.
- Atlantic Private Wealth, LLCCurrent– present · 5 yearsChapel Hill, NC · Adviser representative · Firm CRD 311517
- Goldman Sachs Personal Financial Management– · 6 yearsChapel Hill, NC · Adviser representative · Firm CRD 134600
- Pri Investments, Inc.– · 4 yearsChapel Hill, NC · Adviser representative · Firm CRD 105301
Investment adviser representative registrations
Andrew Blass is registered as an investment adviser representative in 3 states. The first approvals date from May 2021; the most recent is Louisiana, in July 2023.
- LouisianaSince 13 July 2023
- North CarolinaSince 21 May 2021
- TexasSince 21 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 January 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew William Blass
- CRD
- 4776709
- Firm
- Atlantic Private Wealth · CRD 311517
- Role
- Founder & Managing Director
- Office
- 308 WEST ROSEMARY STREET, SUITE 301, Chapel Hill, NC 27516
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Blass work?
Andrew Blass has been Founder & Managing Director of Atlantic Private Wealth, LLC since February 2021, and is a control person of the firm.
Is Andrew Blass a financial advisor?
Yes. Andrew Blass has a current investment-adviser registration in Louisiana, North Carolina and Texas, through Atlantic Private Wealth since May 2021.
How many years of experience does Andrew Blass have?
Andrew Blass has 15 years in the financial industry, since January 2011, across 3 adviser firms.
What exams has Andrew Blass passed?
Andrew Blass passed the Series 65 in January 2011.
Where did Andrew Blass work before Atlantic Private Wealth?
Before Atlantic Private Wealth, Andrew Blass was registered through Goldman Sachs Personal Financial Management, March 2015 to May 2021; Pri Investments, Inc., January 2011 to March 2015.
Where is Andrew Blass based?
Andrew Blass’ registered office is in Chapel Hill, NC.
Is Andrew Blass registered with FINRA?
No. Andrew Blass has no current broker registration.
How can I verify Andrew Blass’ record?
Search CRD 4776709 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Blass’ full registration record.
- Jessica RoeperChief Compliance Officer
- Joseph AcquanitaPartner & Wealth Advisor
- Christopher ThomasPartner & Wealth Advisor