Daniel Strine has been Partner/Operating Shareholder of Passive Capital Management since January 2024, is a control person of the firm and directly owns under 5% of it. Daniel Strine holds a Bachelor of Arts in Sociology from Western Maryland College (now McDaniel College).
Passive Capital Management, LLC is a Syracuse, NY firm with $997M under management, 424 clients and 8 advisers across 3 offices, as of its January 2026 filing.
Daniel Strine joined Passive Capital Management, LLC in 2021. He began his finance career as an institutional trader for Legg Mason and Stifel, then worked in wealth management for Wells Fargo, PNC Bank, and T. Rowe Price as a private banker, relationship manager, and investment advisor.
Daniel Strine’s longest registration is the current one, 5 years at Passive Capital Management since 2021. Before joining Passive Capital Management in 2021, Daniel Strine was registered through T. Rowe Price Advisory Services, Inc. and PNC Investments.
- – present · 5 yearsBaltimore, MD · Adviser representative · Firm CRD 142870
- T. Rowe Price Advisory Services, Inc.– · 4 yearsOwings Mills, MD · Adviser representative · Firm CRD 108958
- PNC Investments– · under a yearBaltimore, MD · Adviser representative · Firm CRD 129052
- Wells Fargo Advisors, LLC– · under a yearWestminster, MD · Adviser representative · Firm CRD 19616
- BB&T Investment Services, Inc.– · under a yearBaltimore, MD · Adviser representative · Firm CRD 33856
Professional designations
Listed by Passive Capital Management
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Daniel Strine is registered as an investment adviser representative in Maryland, since August 2021.
- MarylandSince 25 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 February 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 March 2003 |
| Series 4 | Registered Options Principal Examination | 7 October 2000 |
| Series 55 | Limited Representative-Equity Trader Exam | 6 January 2000 |
| Series 7 | General Securities Representative Examination | 12 November 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Options Principal Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- Full name
- Daniel Zanti Strine
- CRD
- 3083431
- Firm
- Passive Capital Management · CRD 142870
- Role
- Partner/Operating Shareholder
- Office
- 2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209
- Registration
- Investment adviser registration
- In the industry since
- June 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- passivecapital.com
Where does Daniel Strine work?
Daniel Strine has been Partner/Operating Shareholder of Passive Capital Management, LLC since January 2024, and is a control person of the firm.
Is Daniel Strine a financial advisor?
Yes. Daniel Strine has a current investment-adviser registration in Maryland, through Passive Capital Management since August 2021.
How many years of experience does Daniel Strine have?
Daniel Strine has 24 years in the financial industry, since June 2002, across 5 adviser firms.
What exams has Daniel Strine passed?
Daniel Strine has passed 5 licensing exams: the Series 7, Series 55, Series 4, Series 63 and Series 65. The earliest, the Series 7, was passed in November 1999. FINRA credited Daniel Strine with the SIE, which began in October 2018.
Where did Daniel Strine work before Passive Capital Management?
Before Passive Capital Management, Daniel Strine was registered through T. Rowe Price Advisory Services, Inc., January 2017 to July 2021; PNC Investments, March 2016 to January 2017; Wells Fargo Advisors, LLC, July 2013 to April 2014; BB&T Investment Services, Inc., February 2013 to May 2013.
Where is Daniel Strine based?
Daniel Strine’s registered office is in Baltimore, MD.
Is Daniel Strine registered with FINRA?
No. Daniel Strine has no current broker registration.
How can I verify Daniel Strine’s record?
Search CRD 3083431 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Strine’s full registration record.
