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BH

Bryan A. Halpert

2021 CAPITAL
Chicago, IL 60602
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CRD#: 6241116
BH

Professional summary


Bryan Andrew Halpert is a registered financial professional 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.

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 Bryan Andrew Halpert'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

January 11, 2022 - Present

2021 CAPITAL

Office #1: 100 N Lasalle St 25th Floor, Chicago, IL 60602Office #2: 20 S Clark Street Ste 700, Chicago, IL 60603
BD
CRD#: 314855
Chicago, IL
Past

September 4, 2014 - October 18, 2021

B. C. ZIEGLER AND COMPANY

BD
CRD#: 61
CHICAGO, IL
Past

October 23, 2013 - June 2, 2014

BELVEDERE TRADING LLC

BD
CRD#: 132605
CHICAGO, IL

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
Illinois
(2/25/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 10/2/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 11/9/2021
Securities Trader Exam
General Industry/Product Exam
RR
Series 52TO
Date: 2/28/2019
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 56
Date: 10/23/2013
Proprietary Trader Qualification Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/29/2021
General Securities Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


2C
2021 CAPITAL
2021 CAPITAL | 2021 CAPITAL, LLC

CRD#: 314855 / SEC#: , 8-70757

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
20 S Clark Street Ste 700, Chicago, IL 60603
Mailing Address
20 S Clark Street Ste 700, Chicago, IL 60603
Phone number
(847) 922-5688
Established
Delaware since 07/07/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
2021 CAPITAL HOLDINGS LLCSOLE MEMBER
HALPERT, BRYAN ANDREWCEO6241116
PILARSKI, CHAD MICHAELCFO/CCO4406065

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


2021 CAPITAL

CRD#: 314855Chicago, IL 60602

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