JH
Joseph Halpern
CRD 4637169
Firms
| Firm | Role | As of |
|---|---|---|
| Exceed Advisory Llc | Registered representative | 07/20/2026 |
| Obsidian Cio Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Obsidian Cio Llc
Managing Member, Chief Investment Officer · 25% – 50% · Mar 2024
-
Exceed Advisory Llc
Manager & Cco · Less than 5% · Mar 2024
-
Exceed Advisory Llc
Owner · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗