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Bryan Andrew Halpert

2021 Capital

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About Bryan Andrew Halpert

Bryan Halpert is a financial professional with over 8 years of experience in the industry. Bryan is currently registered with 2021 Capital and is a Series 7, 24, 52, 53, 56, 57 and 63 licensed professional. Bryan has previously been registered with B. C. Zieger and Company and Belvedere Trading LLC. Bryan is licensed in Illinois.

Firm Information

Bryan Halpert is currently registered with 2021 Capital. 2021 Capital is a Limited Liability Company formed in Illinois on July 7, 2021. It is registered with the Securities and Exchange Commission (SEC) and the state of Illinois.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Bryan Halpert’s Registration & Firm History

IL

01/11/2022 - Present

2021 Capital (Chicago IL)

IL

09/04/2014 - 10/18/2021

B. C. ZIEGLER AND COMPANY (CHICAGO IL)

IL

10/23/2013 - 06/02/2014

BELVEDERE TRADING LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/02/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2021

Series 24 - General Securities Principal Examination

BC

Issued 02/21/2020

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/09/2021

Series 57TO - Securities Trader Exam

BC

Issued 02/28/2019

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2014

Series 7 - General Securities Representative Examination

BC

Issued 10/23/2013

Series 56 - Proprietary Trader Qualification Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan Andrew Halpert.
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