Peter Gottlieb, financial advisor Chicago IL

Peter Gottlieb

CRD Number: 2017998
Current Firm: North Star Investment Management Corporation

Peter Gottlieb (CRD# 2017998) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
North Star Investment Management Corp. Chicago, IL Dec 2004 - Current 19
Copley Financial Services Corp. Fall River, MA May 2018 - Mar 2019 < 1
Mid Atlantic Capital Corporation Chicago, IL Nov 2016 - Nov 2018 2
North Star Investment Services, Inc. Chicago, IL May 2004 - Nov 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Peter D. Gottlieb
Phone Number: 312-580-0900
Registered State(s):
  • AZ
  • IL
By the Numbers
  • Total Assets Under Management
    2,087
    MILLIONS
  • Total Number of Accounts
    2,434
    ACCOUNTS
  • Average Account Value
    $857,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WI

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