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Oguz S Ersan

Passage Global Capital Management, LLC

Bettendorf, IA

Sarasota, FL

CRD 2011779

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Employer firm

Passage Global Capital Management, LLC CRD 145367

$60.4M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • CONSULTING; THIRD-PARTY INVESTMENT MANAGEMENT SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Passage Global Capital Management, Llc

2550 Middle Road Suite 306, Bettendorf, IA 52722 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-09-29
IL RA APPROVED 2021-06-22
IA RA APPROVED 2007-12-11
  • FL RA
    APPROVED
    Since 2021-09-29
  • IL RA
    APPROVED
    Since 2021-06-22
  • IA RA
    APPROVED
    Since 2007-12-11

Branch Locations

2550 Middle Road Suite 306, Bettendorf, IA 52722 • United States

2 N Tamiami Trail Suite 410, Sarasota, FL 34236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Passage Global Capital Management, Llc Bettendorf IA 11/2006 09/2022
Passage Global Capital Management, Llc Bettendorf IA 09/2022 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
AUSDAL FINANCIAL PARTNERS, INC.
OSAIC WEALTH, INC.

Nearby Investors

HEATHER JO LINK
Stephanie D Ingram
LEE M LENSCH

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Bettendorf, IA
AUSDAL FINANCIAL PARTNERS, INC. · BETTENDORF, IA
OSAIC WEALTH, INC. · BETTENDORF, IA

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