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Daniel Zanti Strine

Passive Capital Management, LLC

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About Daniel Zanti Strine

Daniel Zanti Strine is a registered investment advisor representative. Daniel has been in the financial services industry since 1999 and has a strong track record of success. Daniel currently works for Passive Capital Management, LLC in Baltimore, Maryland. Daniel has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Daniel Strine is currently registered with Passive Capital Management, LLC. Passive Capital Management, LLC is an investment advisor based in Syracuse, NY. The firm provides portfolio management services for individuals, businesses, and charitable organizations. They have over $863 million in regulatory assets under management. Their website can be found at https://passivecapital.com/.
Passive Capital Management, LLC

SALINA PLACE, 205 S. SALINA STREET

SYRACUSE, NY 13202

$863.71M

Assets Under Management

367

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Strine’s Registration & Firm History

MD

08/05/2024 - Present

Passive Capital Management, LLC (Baltimore MD)

MD

01/19/2017 - 07/19/2021

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

MD

03/04/2016 - 01/18/2017

PNC INVESTMENTS (BALTIMORE MD)

MD

07/19/2013 - 04/22/2014

WELLS FARGO ADVISORS, LLC (WESTMINSTER MD)

MD

06/18/2012 - 05/06/2013

BB&T INVESTMENT SERVICES, INC. (BALTIMORE MD)

MD

12/01/2005 - 01/23/2012

STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)

MD

11/15/1999 - 12/01/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

IA

Issued 02/08/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/2000

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Zanti Strine.
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