Peter David Gottlieb
Investment adviser representative at North Star Investment Management Corporation
15 yearsExperience
2 statesRegistered in
$2.5BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- North Star Investment Management CorporationMay 2003 to now
- Copley Financial Services Corp.May 2018 to Mar 2019
- Mid Atlantic Capital CorporationNov 2016 to Nov 2018
- North Star Investment Services, Inc.May 2004 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (AZ, IL).
North Star Investment Management Corporation
$2.5BAssets managed
2,643Clients
11Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2017998
- Firm CRD
- 117681