AdvisorOS Directory
Claim Profile
DS

Daniel Zanti Strine

PASSIVE CAPITAL MANAGEMENT, LLC·SYRACUSE, New York
Unclaimed Profile
SALINA PLACE, 205 S. SALINA STREET, SYRACUSE, NY 13202CRD# 3083431Firm CRD# 142870
01

About

Daniel Zanti Strine is a registered financial advisor based in SYRACUSE, New York, affiliated with PASSIVE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PASSIVE CAPITAL MANAGEMENT, LLC
PASSIVE CAPITAL MANAGEMENT, LLC
AUM
$864M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PASSIVE CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3083431
Firm CRD# 142870
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SYRACUSE?

Browse all registered financial advisors in SYRACUSE, New York or claim this profile if it's yours.

Browse SYRACUSE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Daniel Zanti Strine offer?
Daniel Zanti Strine specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.
What are Daniel Zanti Strine's credentials?
Daniel Zanti Strine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Zanti Strine located?
Daniel Zanti Strine is based in SYRACUSE, New York, working with PASSIVE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does Daniel Zanti Strine charge for services?
Daniel Zanti Strine's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PASSIVE CAPITAL MANAGEMENT, LLC?
PASSIVE CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $864M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SYRACUSE
Michelle Denise Werth — CADARET, GRANT & CO., INC.Susan Schott Hawks — CADARET, GRANT & CO., INC.Anthony Franklin Van Ore — ONEGROUP WEALTH PARTNERS, INC.Chasity Maureen Jaynes — ONEGROUP WEALTH PARTNERS, INC.Theodore John Sarenski — BLUE OCEAN STRATEGIC CAPITAL, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)BUFFALO (132)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile