Eric Rohtla has been an investment adviser representative at Passive Capital Management since July 2026, and is not listed among the firm’s executive officers or direct owners. Eric Rohtla holds an M.S. from Villanova University and a B.A. from the University of North Carolina at Chapel Hill.
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.
Alex Rohtla joined Passive Capital Management from Vanguard, where he was selected for the firm's Emerging Leader Development Program and most recently worked as a High Net Worth Financial Advisor. Before entering the financial services industry, he spent almost a decade as a high school teacher. He will serve clients from the Philadelphia office.
- – present · under a yearHuntingdon Valley, PA · Adviser representative · Firm CRD 142870
Professional designations
Listed by Passive Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Student Loan Professional (CSLP®)
Investment adviser representative registrations
Eric Rohtla is registered as an investment adviser representative in Pennsylvania, since July 2026.
- PennsylvaniaSince 10 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 15 December 2021 |
| Series 7TO | General Securities Representative Examination | 3 December 2021 |
| SIE | Securities Industry Essentials Examination | 25 October 2021 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Eric Alexander Rohtla
- CRD
- 7448588
- Firm
- Passive Capital Management · CRD 142870
- Office
- 1800 Byberry Road, Suite 1405, Huntingdon Valley, PA 19006
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- passivecapital.com
Where does Eric Rohtla work?
Eric Rohtla is an investment adviser representative registered through Passive Capital Management, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Eric Rohtla a financial advisor?
Yes. Eric Rohtla has a current investment-adviser registration in Pennsylvania, through Passive Capital Management since July 2026.
How many years of experience does Eric Rohtla have?
Eric Rohtla has 4 years in the financial industry, since December 2021, across 1 adviser firm.
What exams has Eric Rohtla passed?
Eric Rohtla has passed 3 licensing exams: the SIE, Series 7TO and Series 63. The earliest, the SIE, was passed in October 2021.
Where is Eric Rohtla based?
Eric Rohtla’s registered office is in Huntingdon Valley, PA.
Is Eric Rohtla registered with FINRA?
No. Eric Rohtla has no current broker registration.
Is Eric Rohtla a CFP?
Passive Capital Management lists Eric Rohtla with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Eric Rohtla’s record?
Search CRD 7448588 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Rohtla’s full registration record.
