Margaret Boblitz has been Passive Shareholder of Passive Capital Management since February 2007, is not listed as a control person, but directly owns between 5% and 10% of the firm.
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.
- – · 15 yearsLutherville, MD · Adviser representative · Firm CRD 142870
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 2007 |
| Series 24 | General Securities Principal Examination | 30 November 1998 |
| Series 7 | General Securities Representative Examination | 18 October 1980 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Margaret Helen Boblitz
- CRD
- 717211
- Firm
- Passive Capital Management · CRD 142870
- Role
- Passive Shareholder
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Margaret Boblitz work?
Margaret Boblitz has been Passive Shareholder of Passive Capital Management, LLC since February 2007.
Does Margaret Boblitz have a current investment-adviser registration?
Margaret Boblitz has no current investment-adviser or broker registration.
What exams has Margaret Boblitz passed?
Margaret Boblitz has passed 3 licensing exams: the Series 7, Series 24 and Series 65. The earliest, the Series 7, was passed in October 1980.
Where was Margaret Boblitz previously registered as an investment adviser?
Margaret Boblitz has past investment-adviser registrations through Passive Capital Management, LLC, August 2007 to June 2023, across 1 firm.
Is Margaret Boblitz registered with FINRA?
No. Margaret Boblitz has no current broker registration.
How can I verify Margaret Boblitz’s record?
Search CRD 717211 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Margaret Boblitz’s full registration record.
