AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Daniel Joshua Tobias

Daniel J. Tobias

PASSPORT WEALTH MANAGEMENT
Cornelius, NC 28031
Some features on this profile are disabled
CRD#: 6365351
Daniel Joshua Tobias

Professional summary

Daniel Joshua Tobias, CFP® is a registered financial advisor currently at PASSPORT WEALTH MANAGEMENT located in Cornelius, North Carolina.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 3 firms .

Biography

Passport Wealth Management works with a variety of different people to help unload the burden of their personal financial planning.  Visit us at http://passportwm.com/
top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Life Transitions
Socially Responsible Investing
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Tax Planning
Are you a "fiduciary"?
Yes

Aliases

None

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 Joshua Tobias'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®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

July 11, 2018 - Present

PASSPORT WEALTH MANAGEMENT

Office #1: 17505 W Catawba Ave #200, Cornelius, NC 28031
RIA
CRD#: 297449
Cornelius, NC
Past

February 29, 2016 - June 27, 2018

DAVIDSON CAPITAL

RIA
CRD#: 118725
DAVIDSON, NC
Past

July 21, 2014 - October 19, 2015

TOBIAS FINANCIAL ADVISORS

RIA
CRD#: 104711
PLANTATION, FL

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
North Carolina
(7/11/2018)
IAR
Texas
(2/27/2024)

Exams

Current Firm

PW
PASSPORT WEALTH MANAGEMENT
PASSPORT WEALTH MANAGEMENT | PASSPORT WEALTH MANAGEMENT, LLC | PASSPORT WEALTH MANAGEMENT LLC

CRD#: 297449 / SEC#: 801-134799

North Carolina
Registered Investment Advisory firm - (7/11/2018 Approved)
Texas
Registered Investment Advisory firm - (2/27/2024 Conditional Restricted)
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
17505 W Catawba Ave #200, Cornelius, NC 28031
Mailing Address
Phone number
(704) 457-0060
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A 2B (10/22/2025)

Regulatory assets under management

Total Number of Accounts391
AUM (Assets Under Management)$ 112,309,748

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.

Company Information

PASSPORT WEALTH MANAGEMENT

CRD#: 297449Cornelius, NC 28031

TRUST BUT VERIFY

Monitor Daniel Tobias

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx

Similar Advisors

JW
Jessica WilliamsAdvisorCheck Check Mark
VANGUARD ADVISERS, INC.
IAR
RR
CHARLOTTE, NC
JS
John SandersAdvisorCheck Check Mark
PORTUS WEALTH ADVISORS, LLC
IAR
CHARLOTTE, NC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics