Anthony N. Debaltzo

GATEPASS CAPITAL

INDEPENDENCE, OH 44131

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CRD#: 6609549

Professional summary

Anthony Nicholas Debaltzo, who also goes by Anthony Debaltzo, is a registered financial advisor currently at GATEPASS CAPITAL, LLC located in Independence, Ohio.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Anthony has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Debaltzo

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) - RIA

Click below to view Anthony Nicholas Debaltzo'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

November 30, 2025 - Present

GATEPASS CAPITAL, LLC

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

RIA

CRD#: 329404

INDEPENDENCE, OH

Past

July 29, 2016 - September 5, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Westlake, OH

Past

July 20, 2016 - September 5, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Westlake, 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
(11/30/2025)

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

State Security Law Exam

IAR

Series 66

Date: 7/29/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/2016

General Securities 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 (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GATEPASS CAPITAL BROCHURE - NOVEMBER 2025 (11/21/2025)

GATEPASS CAPITAL BROCHURE - MARCH 2025 (11/21/2025)

Regulatory assets under management

Total Number of Accounts	346
AUM (Assets Under Management)	$ 261,716,974

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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Anthony N. Debaltzo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Nicholas Debaltzo's CRS (Customer Relationship Summary).

Certified licenses

Experience

GATEPASS CAPITAL, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

GATEPASS CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/29/2016

SIE

Date: 10/1/2018

Series 7

Date: 7/20/2016

Current Firm

GATEPASS CAPITAL, LLC

Contact information

SEC notice filing (5 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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