Unclaimed Profile

Daniel Zanti Strine

PASSIVE CAPITAL MANAGEMENT, LLC·SYRACUSE, New York

SIE, Series 4, Series 7, Series 55, Series 63, Series 65Clean record13 years registeredPASSIVE CAPITAL MANAGEMENT, LLC

SALINA PLACE, 205 S. SALINA STREET, SYRACUSE, NY 13202CRD# 3083431Firm CRD# 142870

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Zanti Strine · SYRACUSE, NY

Registration

CRD #3083431 · PASSIVE CAPITAL MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

PASSIVE CAPITAL MANAGEMENT, LLC

Aug 2021 – present

T. ROWE PRICE ADVISORY SERVICES, INC.

Jan 2017 – Jul 2021

OWINGS MILLS, MD

PNC INVESTMENTS

Mar 2016 – Jan 2017

BALTIMORE, MD

WELLS FARGO ADVISORS, LLC

Jul 2013 – Apr 2014

WESTMINSTER, MD

BB&T INVESTMENT SERVICES, INC.

Feb 2013 – May 2013

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 55

Series 63

Series 65

Registration record

First registered · February 11, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PASSIVE CAPITAL MANAGEMENT, LLC

CRD 142870 · SEC 801-68774

AUM

$864M

Regulatory assets under management

Employees

368 client accounts

Services offered by PASSIVE CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PASSIVE CAPITAL MANAGEMENT, LLC →

Introduction

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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.

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