Daniel Tobias has been Founder, Managing Member and Chief Compliance Officer of Passport Wealth Management since June 2018, is a control person of the firm and directly owns 75% or more of it. Daniel Tobias holds a Bachelor of Science in Economics from The George Washington University and a Bachelor of Arts in International Affairs from The George Washington University.
Passport Wealth Management LLC is a Cornelius, NC firm with $115M under management, 77 clients and 2 advisers in one office, as of its September 2026 filing.
Daniel Tobias worked at the Federal Deposit Insurance Corporation (FDIC) and then as a management consultant with IBM before moving into financial planning. He joined his father in Florida and became a CERTIFIED FINANCIAL PLANNER™ professional, then moved to North Carolina, where Passport Wealth Management was started out of his wish to focus more on working with people. He has been a NAPFA-certified CFP® professional since 2014.
Daniel Tobias’ longest registration is the current one, 8 years at Passport Wealth Management since 2018. Before joining Passport Wealth Management in 2018, Daniel Tobias was registered through Davidson Capital and Tobias Financial Advisors.
- Passport Wealth ManagementCurrent– present · 8 yearsCornelius, NC · Adviser representative · Firm CRD 297449
- Davidson Capital– · 2 yearsDavidson, NC · Adviser representative · Firm CRD 118725
- Tobias Financial Advisors– · 1 yearPlantation, FL · Adviser representative · Firm CRD 104711
Professional designations
Listed by Passport Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Daniel Tobias is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2018; the most recent is Texas, in February 2024.
- North CarolinaSince 11 July 2018
- TexasResidentSince 27 February 2024
Examinations
No examinations are on Daniel Tobias’s record.
- Full name
- Daniel Joshua Tobias
- CRD
- 6365351
- Firm
- Passport Wealth Management · CRD 297449
- Role
- Founder, Managing Member and Chief Compliance Officer
- Office
- 17505 W CATAWBA AVE #200, Cornelius, NC 28031
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- passportwm.com
Where does Daniel Tobias work?
Daniel Tobias has been Founder, Managing Member and Chief Compliance Officer of Passport Wealth Management LLC since June 2018, and is a control person of the firm.
Is Daniel Tobias a financial advisor?
Yes. Daniel Tobias has a current investment-adviser registration in North Carolina and Texas, through Passport Wealth Management since July 2018.
How many years of experience does Daniel Tobias have?
Daniel Tobias has 11 years in the financial industry, since December 2014, across 3 adviser firms.
Where did Daniel Tobias work before Passport Wealth Management?
Before Passport Wealth Management, Daniel Tobias was registered through Davidson Capital, February 2016 to June 2018; Tobias Financial Advisors, July 2014 to October 2015.
Where is Daniel Tobias based?
Daniel Tobias’ registered office is in Cornelius, NC.
Is Daniel Tobias registered with FINRA?
No. Daniel Tobias has no current broker registration.
Is Daniel Tobias a CFP?
Passport Wealth Management lists Daniel Tobias with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Daniel Tobias’ record?
Search CRD 6365351 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Tobias’ full registration record.