Daniel
Strine
Passive Capital Management, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Passive Capital Management, LLC Brokerage Details
$794,689,488
6
727
$1,093,108
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.*
Passive Capital Management LLC
Pnc Investments
T. Rowe Price
Pnc Bank Na
Wells Fargo Bank Na
Wells Fargo Advisors, LLC
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
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Lutherville Timonium, MD
Syracuse, NY
Baltimore, MD
Baltimore, MD
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