David Trossman has been an investment adviser representative at Passive Capital Management since May 2015, and is not listed among the firm’s executive officers or direct owners. David Trossman holds a Bachelor of Science in Economics from Wharton School, University of Pennsylvania and a Masters in Management from Kellogg School, Northwestern University.
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.
David Trossman joined Passive Capital Management, LLC in 2015. Immediately prior, he spent six years at Wilmington Trust managing the technology investments of a mid-cap growth fund. Before that, he spent fourteen years as a sell side analyst with Wachovia Securities, Legg Mason, and BT Alex. Brown and its predecessor Alex. Brown & Sons.
David Trossman’s longest registration is the current one, 11 years at Passive Capital Management since 2015. Before joining Passive Capital Management in 2015, David Trossman was registered through Wilmington Trust Investment Advisors, Inc.
- – present · 11 yearsBaltimore, MD · Adviser representative · Firm CRD 142870
- Wilmington Trust Investment Advisors, Inc.– · 7 yearsBaltimore, MD · Adviser representative · Firm CRD 106909
Professional designations
Listed by Passive Capital Management
- Chartered Financial Analyst® (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 87 | Research Analyst Exam - Part II Regulations Module | 14 February 2005 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 28 December 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 August 2001 |
| Series 7 | General Securities Representative Examination | 11 January 1993 |
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Andrew Trossman
- CRD
- 2291604
- Firm
- Passive Capital Management · CRD 142870
- Office
- 2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209
- Registration
- Investment adviser registration
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- passivecapital.com
Where does David Trossman work?
David Trossman is an investment adviser representative registered through Passive Capital Management, LLC since May 2015, and is not listed among the firm’s executive officers or direct owners.
Is David Trossman a financial advisor?
Yes. David Trossman has a current investment-adviser registration, through Passive Capital Management since May 2015.
How many years of experience does David Trossman have?
David Trossman has 18 years in the financial industry, since September 2008, across 2 adviser firms.
What exams has David Trossman passed?
David Trossman has passed 4 licensing exams: the Series 7, Series 63, Series 86 and Series 87. The earliest, the Series 7, was passed in January 1993.
Where is David Trossman based?
David Trossman’s registered office is in Baltimore, MD.
Is David Trossman registered with FINRA?
No. David Trossman has no current broker registration.
Is David Trossman a CFP?
Passive Capital Management lists David Trossman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is David Trossman a CFA charterholder?
Passive Capital Management lists David Trossman with the CFA credential (“Chartered Financial Analyst® (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify David Trossman’s record?
Search CRD 2291604 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Trossman’s full registration record.
