Unclaimed Profile

Margaret Helen Boblitz

PASSIVE CAPITAL MANAGEMENT, LLC·SYRACUSE, New York

Series 7, Series 24, Series 65Clean record18 years registeredPASSIVE CAPITAL MANAGEMENT, LLC

SALINA PLACE, 205 S. SALINA STREET, SYRACUSE, NY 13202CRD# 717211Firm CRD# 142870

Profile Verification

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

Identity

Margaret Helen Boblitz · SYRACUSE, NY

Registration

CRD #717211 · PASSIVE CAPITAL MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PASSIVE CAPITAL MANAGEMENT, LLC

PASSIVE CAPITAL MANAGEMENT, LLC

Aug 2007 – Jun 2023

LUTHERVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 65

Registration record

First registered · August 27, 2007

Years registered · 18

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 Margaret Helen Boblitz offer?

Margaret Helen Boblitz specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Margaret Helen Boblitz's credentials?

Margaret Helen Boblitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Margaret Helen Boblitz located?

Margaret Helen Boblitz is based in SYRACUSE, New York, last registered with PASSIVE CAPITAL MANAGEMENT, LLC.

How does Margaret Helen Boblitz charge for services?

Margaret Helen Boblitz'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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