Daniel
Strine

Passive Capital Management, LLC

CRD#3083431
Investment Advisor
in Baltimore, MD

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About this Advisor

Daniel Strine is a financial advisor based in Baltimore, Maryland who has 2 years of industry experience. Strine is an advisor for Passive Capital Management, LLC. Over the course of their career, they have held roles at Bb&T Investment Services, Inc, Wells Fargo Bank Na, Wells Fargo Advisors, LLC, Passive Capital Management LLC, Pnc Bank Na, Pnc Investments and T. Rowe Price. Strine holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Maryland. Passive Capital Management, LLC is a business that has its headquarters in Syracuse, NY. The company has a total of six employees. It manages $795 million in total assets among its 727 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm serves 12 charities and foundations. Of its 727 customer accounts, 28% are held by high-net-worth clients who have more than $1 million in assets available to invest. Passive Capital Management, LLC performs a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on the type of financial services. Fees billed by Passive Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

2650 Quarry Lake Drive, Suite 100
Baltimore, MD 21209

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Passive Capital Management, LLC Brokerage Details

Total Assets Under Management

$794,689,488

MD Average: $7,464,549,021
Total Number of Employees

6

MD Average: 88
Total Number of Accounts

727

MD Average: 3,892
Average Account Size

$1,093,108

MD Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Daniel Strine Work History

Daniel has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Passive Capital Management LLC

2016 - 2016 (< 1 year)

Pnc Investments

2016 - 2021 (5 years)

T. Rowe Price

2014 - 2016 (2 years)

Pnc Bank Na

2013 - 2014 (1 year)

Wells Fargo Bank Na

2013 - 2014 (1 year)

Wells Fargo Advisors, LLC

2012 - 2013 (1 year)

Bb&T Investment Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Strine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Passive Capital Management, LLC

Daniel Strine
Baltimore, MD
Jacob Asplundh
Baltimore, MD
Jeffrey Fountain
Baltimore, MD
David Trossman
Baltimore, MD
Margaret Boblitz
Lutherville Timonium, MD
Scott Reinhardt
Syracuse, NY
Jonathan Farber
Baltimore, MD
Anders Eliasson
Baltimore, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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