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David Andrew Trossman

Passive Capital Management, LLC

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About David Andrew Trossman

David Andrew Trossman is an investment advisor representative with Passive Capital Management, LLC. He is a Certified Financial Planner and a Chartered Financial Analyst. David Andrew Trossman has been in the industry since 1993. David Andrew Trossman has held previous positions at Wachovia Capital Markets, LLC, Wachovia Securities, LLC, First Union Capital Markets Corp., Legg Mason Wood Walker, Incorporated, and BT Alex. Brown Incorporated. David Andrew Trossman's previous roles included roles with Alex. Brown & Sons Incorporated.

Firm Information

David Trossman 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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David Trossman’s Registration & Firm History

MD

01/01/2025 - Present

Passive Capital Management, LLC (Baltimore MD)

NC

07/01/2003 - 05/31/2007

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

MO

10/01/1999 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

07/29/1999 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

MD

02/01/1999 - 07/19/1999

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

MD

09/01/1997 - 12/07/1998

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

01/18/1993 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

BC

Issued 08/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/28/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 01/11/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Andrew Trossman.
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