Anthony Halpin has been Founding Partner and Chief Financial Officer of Chicago Partners Investment Group since January 2012, is not listed as a control person, but directly owns under 5% of the firm. Anthony Halpin holds a Bachelor of Business Administration in accounting from Texas A&M University and a Master of Science in finance from Texas A&M University.
Chicago Partners Investment Group LLC is a Chicago, IL firm with $7.47B under management, 2,764 clients and 38 advisers across 20 offices, as of its March 2026 filing.
Anthony Halpin is Founding Partner & CFO of Chicago Partners Wealth Advisors. He has been part of the firm since its inception and has been a partner since the beginning of 2011. Formerly, he was part of the investment team at The Mosaic Financial Group LLC, and he started his career at PricewaterhouseCoopers as a Senior Associate in the Personal Financial Services Group.
Anthony Halpin’s longest registration is the current one, 17 years at Chicago Partners Investment Group since 2009. Before joining Chicago Partners Investment Group in 2022, Anthony Halpin was registered through The Mosaic Financial Group, LLC.
- – present · 17 yearsAdviser representative · Firm CRD 147662
- The Mosaic Financial Group, LLC– · 1 yearChicago, IL · Adviser representative · Firm CRD 109816
Investment adviser representative registrations
Anthony Halpin is registered as an investment adviser representative in 3 states. The first approvals date from January 2022; the most recent is Texas, in September 2023.
- IllinoisSince 13 January 2022
- LouisianaSince 20 January 2022
- TexasSince 27 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 January 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Anthony Joseph Halpin
- CRD
- 5097026
- Firm
- Chicago Partners Investment Group · CRD 147662
- Role
- Founding Partner and Chief Financial Officer
- Registration
- Investment adviser registration
- In the industry since
- January 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chicagopartnersllc.com
Where does Anthony Halpin work?
Anthony Halpin has been Founding Partner and Chief Financial Officer of Chicago Partners Investment Group LLC since January 2012.
Is Anthony Halpin a financial advisor?
Yes. Anthony Halpin has a current investment-adviser registration in Illinois, Louisiana and Texas, through Chicago Partners Investment Group since January 2022.
How many years of experience does Anthony Halpin have?
Anthony Halpin has 18 years in the financial industry, since January 2008, across 2 adviser firms.
What exams has Anthony Halpin passed?
Anthony Halpin passed the Series 65 in January 2008.
Where did Anthony Halpin work before Chicago Partners Investment Group?
Before Chicago Partners Investment Group, Anthony Halpin was registered through The Mosaic Financial Group, LLC, January 2008 to January 2009.
Is Anthony Halpin registered with FINRA?
No. Anthony Halpin has no current broker registration.
How can I verify Anthony Halpin’s record?
Search CRD 5097026 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Halpin’s full registration record.
