Unclaimed Profile

Peter David Gottlieb

NORTH STAR INVESTMENT MANAGEMENT CORPORATION·CHICAGO, Illinois

SIE, Series 7, Series 24, Series 63, Series 65Clean record27 years registeredNORTH STAR INVESTMENT MANAGEMENT CORPORATION

20 N. WACKER DRIVE, CHICAGO, IL 60606-2902CRD# 2017998Firm CRD# 117681

Profile Verification

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

Identity

Peter David Gottlieb · CHICAGO, IL

Registration

CRD #2017998 · NORTH STAR INVESTMENT MANAGEMENT CORPORATION · 27 years registered

Brand Profile

Not yet started

Career History

NORTH STAR INVESTMENT MANAGEMENT CORPORATION

May 2003 – present

NORTH STAR INVESTMENT SERVICES

Jul 2003 – Jul 2003

CHICAGO, IL

FA ASSET MANAGEMENT INC.

Oct 1998 – Oct 2003

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 19, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTH STAR INVESTMENT MANAGEMENT CORPORATION

CRD 117681 · SEC 801-62013

AUM

$2.1B

Regulatory assets under management

Employees

2,434 client accounts

Services offered by NORTH STAR INVESTMENT MANAGEMENT CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at NORTH STAR INVESTMENT MANAGEMENT CORPORATION →

Introduction

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Frequently Asked Questions

What services does Peter David Gottlieb offer?

Peter David Gottlieb specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Peter David Gottlieb's credentials?

Peter David Gottlieb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter David Gottlieb located?

Peter David Gottlieb is based in CHICAGO, Illinois, working with NORTH STAR INVESTMENT MANAGEMENT CORPORATION. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Peter David Gottlieb charge for services?

Peter David Gottlieb's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTH STAR INVESTMENT MANAGEMENT CORPORATION?

NORTH STAR INVESTMENT MANAGEMENT CORPORATION has approximately 29 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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