Daniel Z. Strine

PASSIVE CAPITAL MANAGEMENT

Baltimore, MD 21209

Some features on this profile are disabled

CRD#: 3083431

Professional summary

Daniel Zanti Strine, who also goes by Daniel Z Strine, is a registered financial advisor currently at PASSIVE CAPITAL MANAGEMENT, LLC located in Baltimore, Maryland.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Daniel has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Z Strine

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Zanti Strine's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 25, 2021 - Present

PASSIVE CAPITAL MANAGEMENT, LLC

Office #1: 2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209

RIA

CRD#: 142870

Baltimore, MD

Past

January 19, 2017 - July 19, 2021

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

OWINGS MILLS, MD

Past

January 19, 2017 - July 19, 2021

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OWINGS MILLS, MD

Past

March 4, 2016 - January 18, 2017

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

BALTIMORE, MD

Past

March 4, 2016 - January 18, 2017

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

BALTIMORE, MD

Past

July 19, 2013 - April 22, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WESTMINSTER, MD

Past

July 19, 2013 - April 22, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WESTMINSTER, MD

Past

February 11, 2013 - May 6, 2013

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

BALTIMORE, MD

Past

June 18, 2012 - May 6, 2013

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

BALTIMORE, MD

Past

December 1, 2005 - January 23, 2012

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

BALTIMORE, MD

Past

November 15, 1999 - December 1, 2005

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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".

PASSIVE CAPITAL MANAGEMENT, LLC

CRD#: 142870 / SEC#: 801-68774

RIA

Registered Investment Advisory firm - (2/6/2008 Approved)

Maryland

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

IAR

Maryland
(8/25/2021)

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

State Security Law Exam

IAR

Series 65

Date: 2/8/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/27/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 1/6/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/12/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 10/7/2000

Registered Options Principal Examination

Current Firm

PASSIVE CAPITAL MANAGEMENT, LLC

CRD#: 142870 / SEC#: 801-68774

RIA

Registered Investment Advisory firm - (2/6/2008 Approved)

Maryland

Registered Investment Advisory firm - (2/12/2008 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

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

Mailing Address

Phone number

(315) 478-3130

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PASSIVE CAPITAL PART 2A BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	398
AUM (Assets Under Management)	$ 941,460,242

Red Flags

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

Brian Mckinney

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Gary Williams

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel Z. Strine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Zanti Strine's CRS (Customer Relationship Summary).

Certified licenses

Experience

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

PASSIVE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/8/2013

Series 63

Date: 3/27/2003

SIE

Date: 10/1/2018

Series 55

Date: 1/6/2000

Series 7

Date: 11/12/1999

Series 4

Date: 10/7/2000

Current Firm

PASSIVE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PASSIVE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors