Bryan Andrew Halpert
Professional Summary
Bryan Andrew Halpert is a registered financial advisor currently at 2021 CAPITAL located in Chicago, Illinois. Bryan is registered as a RR (Registered Representative) and started their career in finance in 2013. Bryan has worked at 3 firms and has passed the Series 63, Series 57TO, Series 52TO, SIE, Series 7, Series 56, Series 24 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
2021 CAPITAL | 2021 CAPITAL, LLC
Contact Information
Main Address
20 S Clark Street Ste 700, Chicago, IL 60603Mailing Address
20 S Clark Street Ste 700, Chicago, IL 60603Phone Number
(847) 922-5688Established
Delaware since 07/07/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(2/25/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Feb 2019About the Series 52TO examSeries 56 — Proprietary Trader Qualification Examination
Passed Oct 2013SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Bryan Andrew Halpert's CRS (Customer Relationship Summary).
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