Unclaimed Profile

Peleg Halpern

CAPITAL IDEAS, INC.·DALLAS, Texas

Series 7, Series 63, Series 65Clean record25 years registeredCAPITAL IDEAS, INC.

12720 HILLCREST RD, DALLAS, TX 75230CRD# 2459654Firm CRD# 114352

Profile Verification

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

Identity

Peleg Halpern · DALLAS, TX

Registration

CRD #2459654 · CAPITAL IDEAS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

NORTH STAR WEALTH MANAGEMENT

Jun 2023 – present

STRATEGIC PORTFOLIO MANAGERS

Oct 2010 – Jul 2023

NORTHFIELD, IL

NRP ADVISORS, INC.

May 2009 – Oct 2010

NORTHBROOK, IL

LEUMI INVESTMENT SERVICES INC.

Sep 2006 – May 2009

CHICAGO, IL

MESIROW FINANCIAL, INC.

Jun 2001 – Oct 2006

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 18, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL IDEAS, INC.

CRD 114352 · SEC 801-66816

AUM

$214M

Regulatory assets under management

Employees

138 client accounts

Services offered by CAPITAL IDEAS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAPITAL IDEAS, INC. →

Introduction

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Frequently Asked Questions

What services does Peleg Halpern offer?

Peleg Halpern specializes in Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Peleg Halpern's credentials?

Peleg Halpern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peleg Halpern located?

Peleg Halpern is based in DALLAS, Texas, working with CAPITAL IDEAS, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Peleg Halpern charge for services?

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

How large is CAPITAL IDEAS, INC.?

CAPITAL IDEAS, INC. has approximately 5 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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