Evin S. Ersan

PASSAGE GLOBAL CAPITAL MANAGEMENT

BETTENDORF, IA 52722

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CRD#: 7985061

Professional summary

Evin Salim Ersan, who also goes by Elvin Salim Ersan, is a registered financial advisor currently at PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC located in Bettendorf, Iowa.

Evin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Evin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elvin Salim Ersan

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.

Evin Ersan Merchandise LLC Not Investment Related 3410 St. James Avenue, Bettendorf, Iowa 52722 Nature of business is Merchandise with a portion of the proceeds being donated to suicide prevention My position is that of a Manager This business has no relationship to Passage Global Capital Management Business was established in 08/2020 10 hours are devoted to this business each month 0 hours are devoted to this business during security trading hours Duties include soliciting, processing, and shipping orders while working with an associated fulfillment company that houses the merchandise

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evin Salim Ersan'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 17, 2024 - Present

PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC

Office #1: 2550 Middle Road Suite 306, Bettendorf, IA 52722Office #2: 2 N Tamiami Trail Suite 410, Sarasota, FL 34236

RIA

CRD#: 145367

BETTENDORF, IA

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

Florida
(9/20/2024)

IAR

Illinois
(9/17/2024)

IAR

Iowa
(9/17/2024)

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 65

Date: 9/11/2024

Uniform Investment Adviser Law Examination

Current Firm

PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC

CRD#: 145367 / SEC#:

Florida

Registered Investment Advisory firm - (9/29/2021 Approved)

Illinois

Registered Investment Advisory firm - (6/22/2021 Approved)

Iowa

Registered Investment Advisory firm - (12/11/2007 Approved)

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Contact information

Main Address

2550 Middle Road Suite 306, Bettendorf, IA 52722

Mailing Address

Phone number

(563) 332-4690

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	166
AUM (Assets Under Management)	$ 67,404,038

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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Evin S. Ersan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evin Salim Ersan's CRS (Customer Relationship Summary).

Certified licenses

Experience

PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2024

Current Firm

PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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