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Ugur Sarman

Castle Hill Capital Partners, Inc.

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About Ugur Sarman

Ugur Sarman is a financial advisor currently registered with Castle Hill Capital Partners, Inc. in New York, New York. Ugur began his career in the financial services industry in 2007 and holds the Series 7 and Series 63 licenses, along with the SIE exam. Ugur has a diverse employment history including stints at Rosenblatt Securities Inc., Marco Polo Securities Inc., Auerbach Grayson & Company LLC, NBGI Securities Inc., International Assets Advisory, LLC, and Finalis Securities LLC.

Firm Information

Ugur Sarman is currently registered with Castle Hill Capital Partners, Inc.. Castle Hill Capital Partners, Inc. is a corporation formed in September 1997. They are registered with the SEC and in 39 states, offering investment advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Ugur Sarman’s Registration & Firm History

NY

08/03/2023 - Present

Castle Hill Capital Partners, Inc. (NEW YORK NY)

NY

09/23/2022 - 08/03/2023

FINALIS SECURITIES LLC (NEW YORK NY)

NY

01/11/2021 - 09/26/2022

CASTLE HILL CAPITAL PARTNERS, INC. (NEW YORK NY)

NJ

11/13/2019 - 12/31/2020

INTERNATIONAL ASSETS ADVISORY, LLC (GLEN RIDGE NJ)

NY

02/15/2017 - 04/11/2019

MARCO POLO SECURITIES INC. (NEW YORK NY)

NY

05/02/2016 - 01/03/2017

ROSENBLATT SECURITIES INC. (NEW YORK NY)

NY

03/17/2014 - 04/29/2016

MARCO POLO SECURITIES INC. (NEW YORK NY)

NY

08/26/2009 - 02/10/2014

AUERBACH GRAYSON & COMPANY LLC (NEW YORK NY)

NY

11/19/2007 - 06/15/2009

NBGI SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/18/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ugur Sarman.
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