Christine A. Kalt

GATEPASS CAPITAL

INDEPENDENCE, OH 44131

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CRD#: 6552437

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christine Ann Ferry | Dede Ferry | Christine Ferry | Dede Kalt

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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

February 28, 2025 - Present

GATEPASS CAPITAL, LLC

Office #1: 5005 Rockside Road Suite 230, Independence, OH 44131

RIA

CRD#: 329404

INDEPENDENCE, OH

Past

July 30, 2018 - January 17, 2025

CBIZ INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 286002

CLEVELAND, OH

Past

October 5, 2017 - January 17, 2025

CBIZ FINANCIAL SOLUTIONS, INC.

RIA

CRD#: 16678

CLEVELAND, OH

Past

September 11, 2015 - January 17, 2025

CBIZ FINANCIAL SOLUTIONS, INC.

CRD#: 16678

CLEVELAND, OH

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".

GATEPASS CAPITAL, LLC

CRD#: 329404 / SEC#: 801-129402

RIA

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/11/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GATEPASS CAPITAL, LLC

CRD#: 329404 / SEC#: 801-129402

RIA

Registered Investment Advisory firm - (2/5/2024 Approved)

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Contact information

Main Address

5005 Rockside Road Suite 230, Independence, OH 44131

Mailing Address

Phone number

(833) 428-3727

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GATEPASS CAPITAL BROCHURE - MARCH 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	245
AUM (Assets Under Management)	$ 174,637,568

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
01/28/2025	Cover Page	Report

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.

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Christine A. Kalt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GATEPASS CAPITAL, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ FINANCIAL SOLUTIONS, INC.

CBIZ FINANCIAL SOLUTIONS, INC.

Primary Firm SEC Registration

GATEPASS CAPITAL, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 6

Date: 9/11/2015

Current Firm

GATEPASS CAPITAL, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GATEPASS CAPITAL, LLC

TRUST BUT VERIFY

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