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ZH

Zeynep A. Herges

HERGES CAPITAL MANAGEMENT
San Diego, CA 92122
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CRD#: 6848606
ZH

Professional summary


Zeynep Aysun Herges, who also goes by Cinar, is a registered financial advisor currently at HERGES CAPITAL MANAGEMENT located in San Diego, California.

Zeynep is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Zeynep has worked at 1 firm and has passed the Series 65 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Cinar

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 Zeynep Aysun Herges'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

September 18, 2017 - Present

HERGES CAPITAL MANAGEMENT

Office #1: 5478 Renaissance Avenue, San Diego, CA 92122
RIA
CRD#: 288600
San Diego, CA

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
California
(9/18/2017)
IAR
Colorado
(10/27/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/15/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 5/15/2017
National Commodity Futures Examination

Current Firm


HC
HERGES CAPITAL MANAGEMENT
HERGES CAPITAL MANAGEMENT | HERGES CAPITAL MANAGEMENT LLC

CRD#: 288600 / SEC#:

California
Registered Investment Advisory firm - (9/18/2017 Approved)
Colorado
Registered Investment Advisory firm - (10/27/2022 Approved)
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Contact information


Main Address
5478 Renaissance Avenue, San Diego, CA 92122
Mailing Address
Phone number
(858) 314-0150
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts30
AUM (Assets Under Management)$ 25,033,592

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


HERGES CAPITAL MANAGEMENT

CRD#: 288600San Diego, CA 92122

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