AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
SR

Scott Dewitt Reinhardt

PASSIVE CAPITAL MANAGEMENT
Syracuse, NY
·CRD# 2401216·29 years experience

Professional Summary

Scott Dewitt Reinhardt is a registered financial advisor currently at PASSIVE CAPITAL MANAGEMENT, LLC located in Syracuse, New York. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Scott has worked at 6 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
RA
Roman Auerbach

EQUITABLE ADVISORS, LLC

SYRACUSE, NY · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
RA
Roman Auerbach

EQUITABLE ADVISORS, LLC

SYRACUSE, NY · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
RA
Roman Auerbach

EQUITABLE ADVISORS, LLC

SYRACUSE, NY · CRD#

Years of Experience

29 years in the financial services industry

Current & Past Employments

PASSIVE CAPITAL MANAGEMENT, LLC·CRD# 142870
RIA
Salina Place-205 South Salina Street Suite 403, Syracuse, NY 13202
March 2, 2007 - Present
WELLS FARGO SECURITIES, LLC·CRD# 126292
BD
Charlotte, NC
July 1, 2003 - April 5, 2005
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
September 4, 2002 - July 1, 2003
DEUTSCHE BANK SECURITIES INC.·CRD# 2525
BD
New York, NY
June 14, 1999 - August 30, 2002
DB ALEX. BROWN LLC·CRD# 17790
BD
Baltimore, MD
March 12, 1998 - June 14, 1999
MCMILLION SECURITIES, INC.·CRD# 7393
BD
Greensboro, NC
September 26, 1997 - December 2, 1997

Similar Advisors

Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
RA
Roman Auerbach

EQUITABLE ADVISORS, LLC

SYRACUSE, NY · CRD#

Current Firm

PC
PASSIVE CAPITAL MANAGEMENT, LLC

PASSIVE CAPITAL MANAGEMENT, LLC

CRD#: 142870 / SEC#: 801-68774
RIA
Registered Investment Advisory firm - SEC (2/6/2008 Approved)
Maryland
Registered Investment Advisory firm - Maryland (2/12/2008 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Salina Place 205 S. Salina Street Suite 403, Syracuse, NY, 13202

Phone Number

(315) 478-3130

# of Employees

8

SEC notice filing (14 States and Territories)

Registered to provide investment advisory services in 14 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PASSIVE CAPITAL PART 2A BROCHURE (1/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

428

AUM (Assets Under Management)

$996,942,091

Similar Advisors

Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
RA
Roman Auerbach

EQUITABLE ADVISORS, LLC

SYRACUSE, NY · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
RA
Roman Auerbach

EQUITABLE ADVISORS, LLC

SYRACUSE, NY · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PASSIVE CAPITAL MANAGEMENT, LLC

PASSIVE CAPITAL MANAGEMENT, LLC

CRD#: 142870 / SEC#: 801-68774
RIA
Registered Investment Advisory firm - SEC (2/6/2008 Approved)
Maryland
Registered Investment Advisory firm - Maryland (2/12/2008 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
New York
(4/7/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 1997About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Sep 1997About the Series 7 exam

Similar Advisors

Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
RA
Roman Auerbach

EQUITABLE ADVISORS, LLC

SYRACUSE, NY · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Scott Dewitt Reinhardt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Benjamin Pierce Stroh
Benjamin Pierce Stroh

PFS INVESTMENTS INC.

SKANEATELES, NY · CRD#
RA
Roman Auerbach

EQUITABLE ADVISORS, LLC

SYRACUSE, NY · CRD#
SR
Follow Scott
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required