Scott
Reinhardt

Passive Capital Management, LLC

CRD#2401216
Investment Advisor
in Syracuse, NY

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About this Advisor

Scott Reinhardt is a chartered financial analyst based in Syracuse, New York with a total of 2 years of relevant experience. Reinhardt is on the advisory team at Passive Capital Management, LLC. Their career trajectory has included roles at Passive Capital Management, LLC and Hanover Square Investor Relations, LLC. Reinhardt has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland and New York. Passive Capital Management, LLC is a company that has its headquarters in Syracuse, NY. The company has a total of six advisors. It administers $795 million in assets among its 727 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm serves 12 charitable organizations. Of its 727 accounts, 28% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on the services provided. However, fee types billed by Passive Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

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

Salina Place-205 South Salina Street Suite 403
Syracuse, NY 13202

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Passive Capital Management, LLC Brokerage Details

Total Assets Under Management

$794,689,488

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

6

NY Average: 88
Total Number of Accounts

727

NY Average: 3,892
Average Account Size

$1,093,108

NY Average: $1,917,921

Investment Advisory Services

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

Scott Reinhardt Work History

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

2006 - Present (18 years)

Passive Capital Management, LLC

2006 - Present (18 years)

Hanover Square Investor Relations, LLC

*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 Scott Reinhardt 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
Jonathan Farber
Baltimore, MD
Scott Reinhardt
Syracuse, NY
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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