Inactive

Daniel Zanti Strine

Passive Capital Management, LLC

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Current Employers

Passive Capital Management, Llc

Salina Place, 205 S. Salina Street Suite 403, Syracuse, NY 13202 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-08-05

MD RA
APPROVED

Since 2024-08-05

Branch Locations

2650 Quarry Lake Drive, Suite 100, Baltimore, MD 21209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pnc Bank Na	Baltimore	MD	04/2014	12/2016
Pnc Investments	Pittsburgh	PA	02/2016	12/2016
T. Rowe Price	Owings Mills	MD	12/2016	07/2021
Passive Capital Management Llc	Lutherville	MD	08/2021	Present

04/2014 → 12/2016

Pnc Bank Na

Baltimore, MD
02/2016 → 12/2016

Pnc Investments

Pittsburgh, PA
12/2016 → 07/2021

T. Rowe Price

Owings Mills, MD
08/2021 → Present

Passive Capital Management Llc

Lutherville, MD

Previous Registrations

2017-01-19 → 2021-07-19

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD
2016-03-04 → 2017-01-18

Pnc Wealth Management Llc

Bel Air, MD
2013-07-19 → 2014-04-22

Wells Fargo Clearing Services, Llc

Columbia, MD

Westminster, MD
2013-02-11 → 2013-05-06

Bb&T Investment Services, Inc.

Baltimore, MD

Hunt Valley, MD

Charlotte, NC

Havre De Grace, MD

Owings Mills, MD

Pikesville, MD

Baltimore, MD

Resiterstown, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-02-08
S63	Uniform Securities Agent State Law Examination	2003-03-27

S65 Uniform Investment Adviser Law Examination

2013-02-08
S63 Uniform Securities Agent State Law Examination

2003-03-27

Other Names

Daniel Z Strine
Daniel Z Strine

View on SEC IAPD

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Other Investors

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Other Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD

1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

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