AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
SS

Serkan Savasoglu

EQUITY HILL CAPITAL
NEW CANAAN, CT
Some features on this profile are disabled
CRD#: 4250450
SS

Professional summary


Serkan Savasoglu is a registered financial professional currently at EQUITY HILL CAPITAL, LLC located in New Canaan, Connecticut.

Serkan is registered as a RR (Registered Representative) and started their career in finance in 2000. Serkan has worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 57TO, SIE, Series 55, Series 3, Series 7 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Serkan Savasoglu's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 13, 2026 - Present

EQUITY HILL CAPITAL, LLC

BD
CRD#: 338330
NEW CANAAN, CT
Past

October 3, 2000 - August 12, 2025

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(1/22/2026)
RR
New York
(1/28/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 10/9/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/13/2026
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/26/2010
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


EH
EQUITY HILL CAPITAL, LLC
EQUITY HILL CAPITAL, LLC

CRD#: 338330 / SEC#: , 8-71419

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
44 Four Winds Ln, New Canaan, CT 06840
Mailing Address
44 Four Winds Ln, New Canaan, CT 06840
Phone number
(917) 940-4764
Established
Delaware since 08/12/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
EQUITY HILL HOLDINGS, LLCOWNER OF EQUITY HILL CAPTIAL, LLC
SAVASOGLU, SERKANCEO, CCO AND MANAGER4250450
THORNTON, STEVEN LEEFINOP & PFO4496384

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EQUITY HILL CAPITAL, LLC

CRD#: 338330New Canaan, CT

TRUST BUT VERIFY

Monitor Serkan Savasoglu

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.