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Christine Ann Kalt

GATEPASS CAPITAL
INDEPENDENCE, OH
·CRD# 6552437·11 years experience

Professional Summary

Christine Ann Kalt, who also goes by Christine Ann Ferry, Dede Ferry, Christine Ferry, Dede Kalt, is a registered financial advisor currently at GATEPASS CAPITAL, LLC located in Independence, Ohio. Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Christine has worked at 3 firms and has passed the SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Christine Ann Ferry, Dede Ferry, Christine Ferry, Dede Kalt

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

GATEPASS CAPITAL, LLC·CRD# 329404
RIA
5005 Rockside Road Suite 230, Independence, OH 44131
February 28, 2025 - Present
CBIZ INVESTMENT ADVISORY SERVICES, LLC·CRD# 286002
RIA
Cleveland, OH
July 30, 2018 - January 17, 2025
CBIZ FINANCIAL SOLUTIONS, INC.·CRD# 16678
RIA
Cleveland, OH
October 5, 2017 - January 17, 2025
CBIZ FINANCIAL SOLUTIONS, INC.·CRD# 16678
BD
Cleveland, OH
September 11, 2015 - January 17, 2025

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Current Firm

GC
GATEPASS CAPITAL, LLC

GATEPASS CAPITAL, LLC

CRD#: 329404 / SEC#: 801-129402
RIA
Registered Investment Advisory firm - SEC (2/5/2024 Approved)

Contact Information

Main Address

5005 Rockside Road Suite 230, Independence, OH 44131

Phone Number

(833) 428-3727

# of Employees

8

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GATEPASS CAPITAL BROCHURE - MARCH 2026 (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

411

AUM (Assets Under Management)

$299,113,006

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2026Cover PageReport
10/24/2025Cover PageReport
01/28/2025Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

A MAJORITY OF TIME IS DEDICATED TO PROVIDING INVESTMENT RELATED SERVICES FOR CBIZ IAS, AN AFFILIATE OF THE BROKER-DEALER.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GC
GATEPASS CAPITAL, LLC

GATEPASS CAPITAL, LLC

CRD#: 329404 / SEC#: 801-129402
RIA
Registered Investment Advisory firm - SEC (2/5/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Ohio
(2/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2015About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christine Ann Kalt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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CK
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